Paul has been helping clients achieve their financial goals since 2003. His current position of Wealth Advisor allows him to provide in depth financial planning and education to Walpole Financial Advisors’ clients. Paul has always had a passion for financial planning, which led him to obtaining a Bachelor of Arts in Economics from the University of California, Santa Barbara. He has educated clients in the areas of investments, insurance, retirement planning, college planning and personal cash flows. His goal is to provide unbiased advice to clients that will assist them in obtaining their short and long term financial goals. Paul currently holds the CERTIFIED FINANCIAL PLANNER™ designatio