CoverProfile

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 hi

View more

Profile Information

Wealth Advisor

Morton Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Calabasas

California

United States

Aug 28, 2025

More profiles to browse

Profile Photo
Bruce Tyson
Partner and Investment Counselor
JS
Jeff Sarti
Chief Executive Officer
Profile Photo
Jennifer M. Caruso
Wealth Advisor
SF
Sasan Faiz
Partner & Managing Director, Investments

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST
JB
Joy Bunzel
Client Services
Sierra Investment Management