LPL Financial has added the financial advisors of Paxel Financial Consulting to its broker-dealer and registered investment advisor platforms. The team, led by founder Chin Po, CPA, reported serving approximately $300 million in advisory, brokerage and retirement plan assets as of the end of 2025.
Paxel joins LPL from Cetera and will use Private Advisor Group’s infrastructure to support the next phase of its growth.
Founded in 1989, Paxel Financial Consulting provides comprehensive guidance that combines financial planning, estate planning and broader life-planning considerations.
The firm works with clients to develop coordinated strategies based on their financial circumstances, long-term objectives and personal priorities.
Paxel also has experience serving immigrant families and clients managing cross-border financial complexities. The team seeks to help those clients navigate financial decisions that may involve multiple countries, legal systems and family considerations.
Along with Chin Po, the team includes financial advisors Young Po, Harry Lee, CPA, Jim Xu, CPA, and Gary Jiang, CPA.
The advisors collaborate across their respective areas of expertise to provide integrated guidance tailored to each client’s needs and long-term goals.
Paxel selected LPL to gain access to expanded technology, greater operating flexibility and a broader range of investment and business solutions.
The firm said LPL’s independent platform will allow its advisors to enhance the client experience while continuing to deliver personalized guidance under their existing philosophy.
Private Advisor Group will provide additional infrastructure and resources intended to help Paxel operate and expand its business.
LPL Chief Growth Officer Marc Cohen said Paxel’s approach reflects increasing demand for financial advice that incorporates multiple aspects of a client’s financial life rather than focusing solely on investment management.
LPL supports more than 32,000 financial advisors and the wealth management businesses of approximately 1,100 financial institutions.
The company services and custodies approximately $2.6 trillion in brokerage and advisory assets on behalf of about eight million Americans.
KEY QUOTES:
“We believe the best financial advice begins with understanding the complete picture of a client’s life. By combining financial planning and estate planning, we help clients pursue their goals with greater confidence and clarity.”
“For many of the families we serve, especially those navigating the challenges of immigration and cross-border financial complexities, having an advisor who understands their unique circumstances can make a meaningful difference in their lives.”
Chin Po, Founder of Paxel Financial Consulting
“LPL provides the flexibility, technology and resources that will help us continue elevating the value we bring to our clients. We believe this move strengthens our ability to deliver comprehensive advice while maintaining the independence that is central to our philosophy and the relationships we’ve built over the years.”
Chin Po, Founder of Paxel Financial Consulting
“The demand for holistic financial advice continues to grow, and Paxel’s integrated approach is a strong example of that trend. We’re thrilled to welcome the team and, alongside LPL, support what’s next in their journey.”
David Bogdanov, Business Development Consultant at Private Advisor Group
“We welcome Chin Po and the Paxel Financial Consulting team to LPL. For decades, they have built a valuable practice centered on comprehensive planning, deep relationships and a commitment to serving the unique needs of their clients.”
“Their integrated approach to estate and financial planning aligns well with LPL’s commitment to helping advisors deliver differentiated value, and we look forward to supporting their continued growth.”
Marc Cohen, Chief Growth Officer at LPL Financial
