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Paula Hart
Executive Client Service Associate
Paula Hart
Paula Hart
Paula Hart
Paula Hart
Paula Hart
Paula Hart
Office
Newport Beach
Toll Free
866.888.6563 x403
Direct
949.999.1543
Fax
949.612.2896

What are 3 words people use to describe you?
Organized. Loyal. Authentic.

What are you most grateful for?
My family.  I was adopted so to know how much they care for me is extra special.

What gets you excited about life?
My relationships with family and friends.  At the end of the day the people around us are what matter.

What is the best advice you have ever been given?
Let it go. And it was 25 years before that Frozen movie.

How do you define success?
Waking up every day and being grateful for what I have and not focusing on what I don’t.

What is your proudest achievement?
My kids and the relationship I have been fortunate to have with them.

What life lesson did you learn the hard way?
Things in life can change quickly so don’t hold on too tight to the things that are out of your control.

What was the best book you’ve read and why?
Too many to list, but if I have to pick one it would be “The Lord of the Rings” trilogy by JRR Tolkien because of the magical storyline.  I have read them at least a dozen times since the sixth grade.

What does Your Life Integrated mean to you?
That all areas of your life are in balance.

Paula Hart joined Integrated Wealth Management in November 2013. As a Client Services Associate, Paula is responsible for a wide range of client service responsibilities for Integrated Wealth Management clients including account opening, ongoing account maintenance, 401(k) loans and withdrawals, and insurance and annuity contract processing.  In addition, Paula also serves as the office manager for the IWM Newport Beach office.

Paula’s career in financial services began in 1999 and most recently, she worked for Wells Fargo Advisors as a Sr. Registered Client Associate. In her personal time she is busy with her youngest daughter Lili and enjoys spending time with family and friends, hanging out at the beach, reading and playing slow-pitch softball.

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