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Nikifor Paunov

Chief Wealth Officer

Strategic. Visionary. Entrepreneur.

Nikifor Paunov (Nik) is our CIO (chief investment officer). He holds his Series 7, 9, 10, 63 and 65 securities registrations, and is licensed in life & health and property & casualty insurance. He has been securities and supervisory licensed since 1996.

Nik has more than 30 years of experience in financial markets, derivatives trading, operations, compliance, and portfolio management. Trained in Modern Portfolio Theory investing and portfolio design, Nik’s algorithmic-driven portfolio management is a game-changing tool designed to help investors achieve better returns on their investments with less downside volatility. It helps provide guard rails for portfolio assets and allows users to control their risk while still helping them achieve high alpha results.

Before joining Actus Wealth Strategies and Actus Capital Management, Nik was an educator and trading coach for active traders and high frequency trading program coders. He has led active trading, options, identity theft, and advanced technical analysis educational seminars nationwide. He developed successful black box algorithmic trading programs and has extensive knowledge in portfolio construction and hedging strategies.

Nik prides himself on providing his clients exceptional financial advice with integrity and superior ethics. His previous roles include CEO, CIO, COO, wealth advisor, portfolio manager, derivatives trader, and AI & HF trading developer. His career path included working for Charles Schwab as active trading support, business development manager, operations manager and branch manager with $500 million under supervision; Merrill Lynch as VP of wealth management and portfolio construction in Rogers, Arkansas; Wells Fargo Advisors as senior portfolio manager/tactical portfolios; and Cabana Asset Management as chief operations and compliance officer. He has also been a licensed real estate broker and mortgage loan originator, and has worked in forensic accounting, and fraud prevention and investigation.

Born in Sofia, Bulgaria, Nik received his Master of Arts degree in psychology and sociology from a leading university in Sofia known as the National Sports Academy (NSA) “Vassil Levski.” Fluent in English, Bulgarian, Russian and Italian, he became a US citizen in 1993 and has lived in New York, Colorado, and Arkansas. He attended a CFP® (certified financial planner) program at University of Denver, and graduated from Schwab University in wealth management and advanced options trading strategies.

In his free time, Nik volunteers with a German Shepherd rescue society, and he trains dogs to provide personal protection, including home invasion and car hijacking. He loves spending time outdoors and traveling with his wife, Megan, and daughter, Emma.

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Actionable Strategies. Innovative Solutions. 

Both of our firms are focused on solving financial problems. As independent firms with access to a universe of strategies to help deliver positive outcomes, Actus Wealth Strategies provides business growth and exit and individual wealth strategies, while Actus Capital Management provides you with a deep dive into finance with in-house investment, portfolio, and wealth management services.

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