About Us

Paul Cheransky, CFP®

Paul is the founder and principal of Panorama Financial. He works with individuals and families as well as small businesses to provide comprehensive financial planning and investment advisory services tailored to each client’s specific circumstances.

He is a CERTIFIED FINANCIAL PLANNER™ professional with over twenty-five years of experience in the wealth management and investment advisory industry. Prior to founding Panorama Financial, he served in advisory, planning, trading, and portfolio management roles at several registered investment advisory and asset management firms.

About our Vision & Mission

Vision: Paul’s Vision is to become the Number 1 Advisor for each of his clients and to be the first person a client reaches out to with any financial questions.

Mission: Paul’s paramount Mission is to help all our clients reach their financial goals. This mission is powered by our guiding principles.

About our Guiding Principles

We are firmly committed to our guiding principles and eat our PIEE every day:

• Professionalism: We execute our duties with skill and utmost care, maintaining the highest standards of performance and courtesy in all professional interactions.
• Integrity: We also hold ourselves to the highest ethical standards, ensuring honesty and transparency in every transaction to build unwavering trust with our clients.
• Excellence: Our clients’ success is our success. We approach every client challenge with genuine energy and dedication to delivering the highest quality results.
• Empathy: We listen with an open mind and a genuine desire to understand our clients' circumstances. We provide advice that is not just financially sound, but also personally relevant and supportive.