Financial Planning with a personal touch.
As a Certified Financial Planner®, I offer personalized advice to help you identify and achieve your financial goals by employing appropriate investments and insurance through a comprehensive planning process.
About your experienced financial planner
With Multiple certifications and years of expertise, Paul uses a process with clients to employ investments, insurance, and planning in a way that maintains an appropriate risk profile and uses the appropriate tools to create a stable financial future.
Paul is a CFP® professional and also carries his series 6, 7, 63 and 65. Along with these industry licenses, Paul has worked to complete the ChFC® (Chartered Financial Consultant), CLU® (Chartered Life Underwriter), and RICP® (Retirement Income Certified Professional). Paul also completed his MBA with an emphasis in finance.
Paul and Vicky reside in Columbia and enjoy spending time with their pomeranian, Minnie Pearl and their two cats, Simon and Theodore.
Check out my background on FINRA’s Broker Check
BrokerCheck – Find a broker, investment or financial advisor
Need Help?
Smart Savings Strategies
Insurance Policy Review
Investing Basics
Simplified Solutions 