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Paul P
Series 66
Mount Pleasant, MI
The Strategic Financial Alliance, Inc.
Paul Pollatz is a financial advisor with The Strategic Financial Alliance, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to joining The Strategic Financial Alliance in 2015, he worked at G. A. Repple & Company and Thrivent Investment Management. He serves as a volunteer director for Ann Arbor City On A Hill, a charitable organization focused on preserving the mission of Concordia University-Ann Arbor. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers customized investment strategies through portfolio management, third-party manager selection, financial planning, and consulting.
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