FAU Wealth Management Program

PagnatoKarp’s Wealth Management Program Kicks Off at Florida Atlantic University

Florida Atlantic University (FAU) has engaged PagnatoKarp to host a three-part Wealth Management series through their Financial Analyst Program (FAP) and the FAU College of Business. Paul A. Pagnato, Founder and CEO at PagnatoKarp, leads the Wealth Management course and is joined by guest speakers from PagnatoKarp, TrueFiduciary® Institute, Singularity University and the Inc. CEO Project.

The Wealth Management Program is designed to explore timely and relevant topics that complement the robust financial curriculum at FAU. Spanning six sessions, topics include Longevity, Transparency, Financial Planning, Portfolio Construction, True Fiduciary, Digital Assets, Future of Wealth Management, Entrepreneurship and Positive Mental Attitude.

“I am thrilled to introduce this new program at FAU, my alma mater, to help educate students on the impact of longevity, transparency and financial planning,” Pagnato said. “This Wealth Management course is designed to inspire financial leaders and cultivate the future of wealth management.”

FAU College of BusinessThe Financial Analyst Program (FAP) at Florida Atlantic University’s College of Business equips students with cutting edge skills in financial analysis and equity research taking the students through a deep value fundamental research process that results in the creation of independent equity research reports. In partnership with Bloomberg®, the FAP provides an educational challenge that builds on relevant, real-world fundamental investment knowledge to educate, train and develop the next generation of top-notch finance talent. PagnatoKarp’s Wealth Management Program helps bring to life many of these fundamentals.

PagnatoKarp is also a proud sponsor of FAU through Barron’s In Education, a program aimed at strengthening financial literacy. The partnership with Barron’s provides additional educational opportunities for real world engagement with financial markets and the use of analytical tools widely used by the investment industry. Learn more about Barron’s In Education at FAU.

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The PagnatoKarp Wealth Management Experience helps streamline your life through high touch sophistication, high tech innovation and True Fiduciary® transparency. Core experiences place your interests first and fuse investments, planning, tax, legal, banking, trust, family and concierge. With over $3.7 billion assets under advisement¹, PagnatoKarp is frequently ranked on top financial advisor lists by Barron’s and Forbes and is a Virginia Best Places to Work². Visit www.pagnatokarp.com or 703-468-2700.

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