Paola Santos

Paola Santos, CPFA, is a seasoned retirement plan consultant with extensive experience in institutional wealth management and retirement plan services. Currently employed at Creative Planning since January 2022, Paola has previously held positions at Lockton Retirement Services and BOK Financial, where responsibilities included managing retirement plans and institutional wealth. Prior to these roles, Paola served as a relationship manager at The Standard and Great-West Life and Annuity Insurance Company, contributing to client relations and service delivery. Paola holds a Bachelor of Science degree in Marketing and International Business from the University of Colorado Boulder, earned between 1990 and 1995.