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INDIVIDUAL RIA FIRM LEADERS Chief Executive Officer of the Year
INTEGRATED PARTNERS
Paul Saganey
Paul Saganey CFP® is the President and Founder of Integrated Partners has over 30 years of experience as a financial advisor. He personally coaches and trains advisors to help them achieve their entrepreneurial visions. Paul, with help from his team, has built comprehensive business-building services, designed with the independent advisor in mind. He is an innovator and is hands on when it comes to deepening existing relationships and fostering new connections. He offers an in-depth perspective and an appreciation of the many ways Integrated provides real-world solutions and strategies to help advisors become more successful.
Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision since it was founded by Paul Saganey in 1996. Integrated offers comprehensive business building services, designed with the truly independent advisor in mind. With over 200 advisors, 170+ CPAs and 116 regional offices across the United States Integrated has built its reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity, and trust, Paul and his team believe in the incredible power that financial advisors must make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA Alliance partner program, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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