Paul has been providing sound financial strategies to his clients since 2003. Paul proudly maintains his Certified Financial Planner, Chartered Financial Consultant and Certified Exit Planner (CExP™) designations. Paul completed his undergraduate Bachelor of Science degree at UCLA and then received his Master of Business Administration from the University of Phoenix. He was Valedictorian of his MBA class and commencement speaker.
Paul began his career with Peachtree Planning in 2020, after working in Alamo, California with WestPac Wealth Partners. He guides his clients on a variety of financial matters including retirement planning, investment planning and risk management. Paul develops strategies to help businesses, families and individuals achieve financial confidence as efficiently and quickly as possible.
Paul and his wife, Geralyn, recently relocated to Brentwood, TN to live close to their five grandchildren. He is deeply committed to his community and participates in many charitable activities. Paul has won two separate Community Service Awards for his work with the Tiger Woods Learning Center and the Pediatric Cancer Research Foundation. Paul is also an active partner in the Guardian for Good program and firmly believes in giving back. In his leisure, he enjoys family time, as well as, international travel and golf.
His office is located at 9019 Overlook Blvd. #D-1 Brentwood, TN. 37027.