Branch Operations Manager
Paula Allen is the Branch Operations Manager at Solutions Wealth Management. Specializing in client correspondence and communication, Paula manages day-to-day details to keep the business running smoothly for clients and colleagues.
Paula holds Series 6, 63, 65 registrations through LPL Financial, and Life licenses. She’s worked in the financial industry since 2004 and previously worked for Transamerica Financial Advisors.
Paula is dedicated to helping clients understand their financial options and works tirelessly to find solutions to their questions. The most satisfying aspect of her work is the confidence she brings to clients as she supports them in the financial planning process.
Paula grew up on a dairy and potato farm in Idaho Falls, Idaho, but made California her permanent home in 1986. Living in the East Bay of California since 2008, Paula and her husband enjoy their six adult children, who live in Oregon, Northern and Southern California. Being active, she enjoys most outdoor activities, as well as traveling, reading and spending time with family and friends.