Paul has been serving clients for many years in a financial advisory capacity.
Paul’s mission as a planner is to assist his clients in identifying opportunities for improving their current financial situation. These opportunities such as:
- maximizing the benefits of life insurance for business, personal and
charitable needs - protecting clients’ assets in the event of a long-term care need
- providing income to families and businesses in the event of a disability
- utilizing tax deductible dollars to create retirement plan assets.
Paul employs strategies designed to help his clients reduce current taxes, optimize investments, plan for retirement and efficiently transfer wealth to their children, grandchildren and other chosen heirs. Paul provides unbiased advice and uncompromising personal service while guiding his clients towards achieving their goals for financial success.
Paul is a member of Sagemark Consulting’s Private Wealth Services Group. 1
Paul served in the US Navy, attended New York University where he received a degree in business followed by an MBA from UCLA.