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

Paul McDonald
Wealth Advisor
Morton Wealth
United States, California, Calabasas
About Me
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
Hunter Daniel
Portfolio Management
JS
Joe Seetoo
Partner, Senior Vice President & Wealth Advisor
Jennifer M. Caruso
Wealth Advisor
BT
Bruce Tyson
Partner & Investment Counselor
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners