Paul Francis Savini
Investment adviser representative at Viable
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$214.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- ViableAug 2022 to now
- Viaable, LLCJul 2022 to now
- Barrister Wealth Management, LLCNov 2018 to Jul 2022
- Standard Chartered BankAug 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
Viable
Legal name: Viable Planning, LLC
$214.2MAssets managed
206Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4445908
- Firm CRD
- 322140