Paula Friedman, MBA, CFP®, AIF®
Director of Retirement Plan Services
Paula joined Glass Jacobson Investment Advisors, LLC in 2007 and oversees the day–to-day operations and growth of its Retirement Plan Services practice. Paula is committed to easing the burden of administration for plan sponsors and increasing participation and retirement readiness for participants.
She consults with business owners and companies to provide advice regarding their qualified retirement plans. Her areas of expertise include investment selection and monitoring, fiduciary responsibility, and participant education and counseling.
In addition to working with company-sponsored retirement plans, Paula is also involved in financial planning and investment management. She is a CERTIFIED FINANCIAL PLANNER™ and has also earned the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies. She graduated with her MBA and undergraduate degrees from Ithaca College in New York and an Accounting Certificate from University of Maryland.
Paula is a member of the ASSOCIATED’s Young Leadership Council and a member of the Baltimore Junior Association of Commerce (BJAC). She holds the FINRA registration for Uniform Investment Advisor Representative.