PROFESSIONAL PROFILE
Paul is a seasoned financial advisor with an extremely diversified background. He started in the financial services industry as a broker in the option trading department at a large brokerage firm. He worked as a producer at a large life insurance company, and spent several years as a financial advisor at a large bank. Additionally, Paul lived in Taiwan for 2 years and speaks Mandarin Chinese fluently.
While drawing on his portfolio management experience, his experiences overseas, as well as Merrill Lynch’s global resources, Paul develops personalized, strategic solutions that address the complex financial needs of his clients. Paul specializes in investment management, retirement planning, and estate and wealth transfer planning. He strives to provide the highest possible level of service to his clients while focusing on global risk management through proper asset allocation and diversification.
In 2007 Paul received special recognition from the City of Mesa Police Department and the Area Agency on Aging/ Maricopa County Elder Abuse Prevention Alliance, for protecting his clients from financial exploitation and assisting in the arrest of deceitful individuals.
As a volunteer for Junior Achievement, Paul teaches classes on work readiness skills, entrepreneurship, and financial literacy to K-12 students in the Metro Phoenix area. Paul also volunteers for the Desert View Little League in Queen Creek, Arizona where he resides with his wife and 2 children.