Paul is a Certified Financial Planner and Fiduciary with 30-plus years of experience in financial planning. After a successful career with John Hancock Financial Services, he founded his own firm, Signature America Financial Services, Inc. in Orange County, CA.
In his practice, Paul helps clients grow their wealth while minimizing risk. His clients count on him for answers on their 401(k)/IRA, savings, Social Security, and estate planning. He is the author of “Love Letters to My Children and Grandchildren.” These letters have magical powers to encourage your children to be more responsible with the inheritance they will receive.
Paul likes to keep his skills sharp by frequently attending meetings and conventions across the country on financial planning matters.
Hobbies: Paul loves hiking, and he loves traveling to places where all you can do is marvel at the sights and sounds of nature. Places such as Yellowstone National Park, Yosemite National Park, and Great Himalayan National Park in India are some of the places of his choice.
Paul’s Memberships:
SFSP / Society of Financial Services Professionals
FPA / Financial Planning Association
NAIFA / National Association of Insurance and Financial Advisors
CSA / Certified Senior Advisors
NEA/ National Ethics Association
A+ rating with BBB / Better Business Bureau