Paragon Wealth Advisors

Our goal is to help you plan to achieve and/or maintain financial independence through planning, implementation and quality service.


Advisors

Advisor photo for Heather C Leach

Heather C Leach

CFP®, ChFC®, CRPC, CPWA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Heather C Leach's website


Team

Charmaine Porter

Charmaine Porter

Executive Assistant

Qualifications

  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative
  • Life Insurance and Disability

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Lori Yu

Lori Yu

Operations Manager

Roles & Responsibilities

  • Human Resources
  • Practice Operations
  • Business Financials
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Anastasia Xenos

Anastasia Xenos

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Referrals & New Clients
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Sunny Song

Sunny Song

Client Concierge

Roles & Responsibilities

  • Marketing
  • Office Assistant
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Chris Yeakley

Chris Yeakley

Financial Planning Specialist

Qualifications

  • Series 66 - Uniform Combined State Law Examination

  • Series 63 - Uniform Securities Agent State Law Examination

  • Series 7 - General Securities Representative

  • Life Insurance and Disability

Roles & Responsibilities

  • Financial Planning & Forecast
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Justin Chang

Justin Chang

Paraplanner

Qualifications

  • Series 7 - General Securities Representative

  • Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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Leeona Domingo

Client Relationship Specialist

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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