Paul specializes in advanced issues surrounding financial and estate planning strategies. He serves as a financial coach to his clients and their families, as well as businesses and charitable organizations. Paul’s detailed knowledge of financial planning, personable manner and strong communications skills helps to motivate his clients to effectively articulate their goals and achieve financial independence. Paul holds his securities Series 24, 7, 63 and 65 registrations, as well as life, health and variable annuity licenses. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter®, and a Chartered Financial Consultant. As a result of his strong upbringing, Paul ex