About
Paul
Paul has been taking an active role in educating clients to help them grow, manage, and protect their wealth for more than 20 years. He has spent over 15 of those roles in leadership positions mentoring and training other advisors as the Director of Financial Planning at prior investment advisors. With Focus, Paul assists clients in various aspects of wealth management, including clients in transition, retirement planning, succession planning for business owners, and executive compensation planning.
Most of Paul’s career has been spent with families and individuals handling complex financial needs to help his clients pursue their goals while minimizing tax implications.
Paul is very involved in volunteering for his church and in youth sports. He enjoys spending time outdoors golfing, hiking, and partaking in other activities with friends and family.
Education and Professional Milestones:
-California State University, Fullerton - bachelor’s degree in clinical psychology
-Creighton University – master’s degree in investment management
Paul has been taking an active role in educating clients to help them grow, manage, and protect their wealth for more than 20 years. He has spent over 15 of those roles in leadership positions mentoring and training other advisors as the Director of Financial Planning at prior investment advisors. With Focus, Paul assists clients in various aspects of wealth management, including clients in transition, retirement planning, succession planning for business owners, and executive compensation planning.
Most of Paul’s career has been spent with families and individuals handling complex financial needs to help his clients pursue their goals while minimizing tax implications.
Paul is very involved in volunteering for his church and in youth sports. He enjoys spending time outdoors golfing, hiking, and partaking in other activities with friends and family.
Education and Professional Milestones:
-California State University, Fullerton - bachelor’s degree in clinical psychology
-Creighton University – master’s degree in investment management