Pau Delgado is a member of CS Advisors, Inc., a financial planning and wealth management firm. As an investment advisor, Pau develops tax efficient investment portfolios based on a foundation of asset allocation and tactical diversification. He is committed to providing comprehensive, objective and honest financial management services to his valued clients.  

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Qualifications

Pau has a strong background in a broad range of financial markets that gives him a unique ability to develop, technically evaluate and monitor investment strategies customized to individual portfolios. It is important to develop a deep relationship with the people you work with to better understand their objectives and values to help them make wise decisions and grow together. He speaks three languages fluently: English, Spanish and Catalan. 

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Experience

Pau graduated college in May of 2017 and shortly after he became a member of the CS Advisors family. He has been working with Steven Sherman, his mentor, where he has been learning the different aspects of the financial markets. He is able to identify the different client needs and to assess them with custom solutions to meet their investing needs.  

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Education

Pau graduated from University of Rio Grande with a double bachelor’s degree in Business Development and Marketing. Pau grew up in Barcelona, Spain where he studied Business in the University of Barcelona before coming to the United States in 2013. He continuous to educate himself to better assist his clients. Pau enjoys the beach, soccer, spending time with family and friends and currently lives in Boca Raton with his wife Laura and his dog Alan.