René Páez

René Páez is a Wealth Advisor with Prosperity. With over 20 years of experience providing customized wealth management services to high-net-worth clients from various industries. 

René simplifies financial complexity for his clients and their families offering thoughtful planning and investment management that balances growth, tax efficiency, and risk protection. With a focus delivering clear, personalized guidance, he ensures his clients can make confident decisions to secure their long-term financial well-being. 

Trained in the Six Sigma methodologies, René enjoys improving processes to create efficiencies for his clients. René has experience in the start-up space, where he established operations and took on CFO roles for various entities advising on strategic growth, new opportunities, and capital raising.  

Before joining Prosperity, René worked as a Financial Advisor for a global financial services firm where he worked with individuals and families seeking comprehensive financial planning. 

Credentials & Education

• Series 7, 63, 65
• Health & Life Insurance
• Messiah University: B.S, International Business 
• Northwestern University, Kellogg School of Management: MBA