Client Service Associate
Paola Corrales joined Forum Financial Management in 2021 as a Client Service Associate in the South Miami office. With a decade of experience at David Smith Advisory prior to joining Forum, she focuses on customer engagement and is a licensed insurance agent who manages the insurance application process, ensuring clients receive the coverage they need through a smooth underwriting process. Paola’s analytical skills allow her to anticipate potential issues and works closely with advisors and carriers to resolve challenges and achieve successful outcomes for clients.
Paola brings expertise in client relations and communications, organizational structure, project management, event marketing and team dynamics. Highly creative and extremely driven, she utilizes her analytical skills to develop solutions, especially when helping clients.