Paul has been in the financial services industry for over 24 years. During that time he has helped many clients and businesses manage their assets and liabilities. Prior to his affiliation with FFEC, Paul worked for Merrill Lynch and Banc of America Investment Services. He held the positions of Financial Advisor, Resident Manager, Complex Sales Manager and Market Director for the Inland Empire and San Diego areas, where he supervised over 50 financial advisors. His financial services career also includes experience at San Diego area banks and lenders. “My experience as a financial planner, mortgage banker and business banker has helped me develop a unique skill set that allows me to offer a broad range of customized solutions to my clients.”
Offering independent, unbiased advice and wealth management recommendations in line with personal goals and risk, Paul insists on using a relationship based approach to help clients grow, protect and share their wealth. He believes that diversification using a disciplined asset allocation strategy is the core of a solid investment portfolio strategy. When appropriate, the use of principal protected investments, annuities, life insurance and alternative investments is considered.
Paul lives in Ramona, California with his wife of 21 years, Susan. He is an avid motorcycle enthusiast and also enjoys cooking and traveling. He has been a board member of the Boys and Girls Clubs and supports the Big Brothers and Big Sisters of San Diego.
« Return to Broker Profiles
