Talking “Real Wealth” with Certified Financial Planner Paul Mata

Paul R. Matta founded Logos Lifetime University, in 2012, to provide financial education and coaching in order to build and preserve True Wealth.  The University helps people optimize their talents, and maximize their assets so that they can have prosperous lives, with a passion to serve others.  Previously Paul served as the President and Chief Compliance Officer of Logos Wealth Advisors, which provides investment management and financial advisory services.  He works with my clients to design a personal financial plan around their life goals, and based on their personal values and money rules.  He strives to help his clients create and manage wealth with certainty.  Paul’s proprietary True Wealth®  creation and protection process helps his clients grow all of their assets that fall within the four fundamental areas of assets – Financial, Physical, Intellectual, and Exceptional.

 

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