

Paul McDonald
Wealth Advisor
Morton Wealth
United States, California, Calabasas
About Me
A native of Southern California, Paul graduated from San Marino High School in 1967. He graduated with honors from UCLA in 1971. He served 22 years on active duty with the US Navy, retired at the rank of Commander and accumulated over 3000 hours in the P-3 Patrol Aircraft. Highlights of his Navy career include his tour of duty as Officer-in-charge of Patrol Squadron Sixty-Five and receipt of numerous awards including 2 Navy Achievement Medals, 2 Navy Commendation Medals, and the Presidential Meritorious Service Medal. After retiring from the Navy, Paul joined Charles Schwab & Co, Inc. as an investment specialist. He was promoted to Senior Investment Consultant in March 1999. During his eight
Profile Information
Wealth Advisor
Morton Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Calabasas
California
United States
May 16, 2024
More profiles to browse
Hunter Daniel
Portfolio Management
Jennifer M. Caruso
Wealth Advisor
AB
Adam Bartkoski
Director of Finance
JS
Jeff Sarti
Chief Executive Officer
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank