Independent Financial Group
Paul Cotofana is an accomplished finance professional currently serving as a Supervisory Principal at Independent Financial Group, LLC since April 2021. Prior to this role, Paul held various positions at AmeriFlex® Financial Services as an FLS Delegate and at Advisor Group, where responsibilities included leading compliance analysis and sales supervision as a Compliance Analyst Lead and reviewing trade suitability as a Sr. Trade Specialist. Paul's earlier experience includes serving as a Regional Supervision Manager at SagePoint Financial, focusing on transaction review and account supervision, and as a Client Support Manager and Regional Service & Support Associate at Advisor Group, where strategies to support unrepresented clients were developed. Initial career experience was gained at MFS Investment Management as a Client Services Representative. Paul earned a Bachelor of Business Administration degree with a concentration in Marketing from California State University, Chico.
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Independent Financial Group
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Independent Financial Group, LLC is a securities and investment firm offering personalized services to individuals and institutional investors through its team of independent financial professionals. Their representatives offer professional advice and investments, including mutual funds, annuities, life insurance, fee-based asset management, direct participation programs, and stocks and bonds.