Meet Paul

Paul Ellis

PRESIDENT AND MANAGING DIRECTOR
Paul Bertrand Ellis is an accomplished 25 year financial industry veteran. In addition to various investment and insurance licenses, he holds certification as a Certified Investment Management Analyst (CIMA®) through IMCA and the Wharton School of the University of Pennsylvania. 

In his practice, Paul provides a values-based approach focusing on high net worth wealth management. Professional service and open communication make Paul a personal advocate and passionate client portfolio director. Paul is an active member of the Investment Management Consultants Association.

His volunteer activities have included serving as Co-Chair of the U.W. Foster School of Business Consulting and Business Development Center (CBDC), and President of the Office of Minority Affairs Friends of the Educational Opportunity Program at the University of Washington.

Paul serves on the Mukilteo Chamber of Commerce Board of Directors and enthusiastically participates in local community projects and initiatives.

As a graduate of the University of Washington, Paul strives to help students achieve their potential through learning and growth opportunities.

Seattle Magazine has named Paul to The Best Wealth Managers List multiple times, and he has been named among America’s Most Honored Professionals by American Registry.*

*Paul was awarded in 2014 & 2015 America’s Most Honored from the American Registry. Once a year, the American Registry research department algorithmically scans a maintained database for professionals who have been awarded with the most American Registry authenticated recognitions. Qualified recognitions include significant press mentions, trade group honors, and peer recognitions. This award is not based on investment performance.