PAUL NAcario, Vice President
Paul is a vice president for Innovest and has 28 years of experience in the defined contribution retirement and Registered Investment Advisor (RIA) marketplaces. He offers a unique perspective on the complexities of retirement plans as well as the high net worth RIA segments. Paul is experienced in plan administration and recordkeeping, participant education, retirement plan design, Request for Proposal (RFP) process management, fee negotiation, investment portfolio construction, compliance testing and fiduciary training.
Prior to joining Innovest, Paul worked for Charles Schwab Advisor Services and ICMA-RC, focusing on business development. Paul graduated from the University of San Francisco with a Bachelor of Science in marketing and has passed the FINRA Series 7, 63 and 65 exams.
Paul has been involved in the National Association of Government Defined Contribution Administrators (NAGDCA) for almost 20 years, as well as the Government Finance Officers Association (GFOA), the National Association of Counties, the Unites States Conference of Mayors, the International Association of Fire Fighters (IAFF) and the League of Cities.
Paul resides in Scottsdale, Arizona. He has been married to his wife Kathy for 19 years and they have one son, Brandon who is a freshman at Brophy College Preparatory in Phoenix.