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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

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Profile Information

Wealth Advisor

Morton Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Calabasas

California

United States

Aug 28, 2025

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