Paul C. Wharf, RFC®

U.S. Chapter Board Treasurer
(617) 877-3571

Paul is an entrepreneurial leader in the financial services industry with 30+ years of professional consulting and practice management services that maximize revenue growth with a proven track record of increasing annual sales, exceeding company goals, and developing client relationships. He is highly skilled at delivering motivational and influential presentations across a variety of audiences – and a trusted partner for sales coaching, management, and business development to RIA, broker-dealer, independent, and financial institutions.

In his support for the IARFC as a Board Director, Paul feels he can bring additional exposure to the IARFC by utilizing his nationwide relationships with C-level executives of investment firms, RIAs, and large IBD organizations. He is committed to providing higher visibility to the IARFC and the designations and certifications it represents. 

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