Paula Megan, CFP^®

Paula deMars Megan is a Client Relationship Manager of Retirement Benefits. She is responsible for Employee Education with 401k plan participants as well as a liaison with plan providers and plan sponsors. Prior to joining the team in Glen Allen, Paula worked in retirement planner roles at Fidelity Investments and MetLife Resources.

Experience:

• Fidelity Investments, Retirement Planner
• MetLife Resources, Retirement Specialist
• Morgan Stanley, Financial Advisor
• Energy Security Analysis Inc., Latin American Oil Analyst

Education/Certifications:

• CERTIFIED FINANCIAL PLANNER^™
• University of Texas at Austin, Master of Arts in Latin American Studies
• St. Anselm College, Bachelor of Arts in Liberal Studies/Great Books