Paul Cotofana

Paul Cotofana is an accomplished finance professional currently serving as a Supervisory Principal at Independent Financial Group, LLC since April 2021. Prior to this role, Paul held various positions at AmeriFlex® Financial Services as an FLS Delegate and at Advisor Group, where responsibilities included leading compliance analysis and sales supervision as a Compliance Analyst Lead and reviewing trade suitability as a Sr. Trade Specialist. Paul's earlier experience includes serving as a Regional Supervision Manager at SagePoint Financial, focusing on transaction review and account supervision, and as a Client Support Manager and Regional Service & Support Associate at Advisor Group, where strategies to support unrepresented clients were developed. Initial career experience was gained at MFS Investment Management as a Client Services Representative. Paul earned a Bachelor of Business Administration degree with a concentration in Marketing from California State University, Chico.