Our Qualifications

Paul Pollatz is a Wealth Planning Advisor and owner of GrowthPoint Advisors, LLC, an independent financial services company. Paul has served as a financial advisor helping his clients pursue their goals since 2003. With offices in both Mt. Pleasant and Fremont, Michigan, his passion is helping the families he serves with unbiased advice and planning strategies that fit their unique needs.

After over a decade as a college administrator, he transitioned into the financial services industry in 2003. He spent five years with a large firm.  In 2009 he broke away from the large firm model in order to offer his clients truly unbiased financial advice.

Paul is dedicated to working with his clients throughout the many milestones of their lives. He believes that we all experience seasons, valleys, and mountaintops that will test our financial resolve. It is his goal to create a plan for the families he serves and help them stick with their long-term plan, even when circumstances change or become difficult.

Paul is a graduate of Concordia University-Ann Arbor and holds a bachelor of arts degree as well as a master's degree from Central Michigan University. Paul and his wife, Kristy, reside in Mt. Pleasant, Michigan with their son, Jonah. Paul serves in his church and enjoys fishing, running, downhill skiing, and reading.

Paul has passed the Series 7 and Series 66 exams and holds an insurance license in Michigan and Florida. He is a registered representative and investment adviser representative of The Strategic Financial Alliance, Inc. (SFA), a Registered Broker/Dealer and Investment Adviser.