After nearly two decades as a financial advisor, Paul still thoroughly enjoys providing his clients with a highly personalized planning and wealth management process. He is deeply committed and focused on helping them simplify all aspects related to their retirement, estate planning services, insurance and tax planning. His well defined process helps clients simplify the opportunities and potential challenges that come with protecting, growing and transitioning wealth.
Listening and caring really matters
With a commitment to building strong and trusting relationships along with providing an exceptional client experience, Paul collaborates with each client to help them define their wealth and lifestyle goals. This can only come from asking all the right questions and listening carefully—and then asking even more questions. From there, he helps them implement a strategic, disciplined wealth planning process which results in clients feeling heard and cared for in a genuine and sincere manner.
Paul provides an exceptional level of service which help clients feel confident knowing that all aspects of their wealth are connected and working in a way that is fully aligned with what is important to them.
Years of experience and accumulated wisdom
Paul is an accomplished financial professional with extensive experience who works with a select group of successful individuals, families and business owners. He began his career in 2005 at UBS Financial Services and in 2021 transitioned his practice to RBC Wealth Management. Paul holds a bachelor’s degree in psychology from the California State University at Fullerton and a management certificate from the USC Marshall School of business.
