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
JS
Jeff Sarti
Chief Executive Officer
Hunter Daniel
Portfolio Management

Alan Kane
Wealth Advisor
Adam Bartkoski
Director of Finance and HR, Partner
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST