Paul has more than 30 years of experience in the financial services industry.  Paul’s diverse background helps to serve a wide range of clients including institutions and high-net-worth individuals. 

Prior to joining Raymond James, Paul spent 9 years as an advisor at UBS Financial Services Inc.  He began his career as an Auditor at Union Bank of California and Ernst & Young LLP in Frankfurt, Germany and Honolulu, Hawaii.  Paul later joined the Treasury divisions at Bank of Hawaii and American Savings Bank where he provided portfolio management and secondary market services.

Paul is a graduate of the University of Southern California, where he earned a Bachelor of Science degree in Business Administration.  In addition to being Series 7 and 66 registered, Paul holds life, accident and health insurance licenses.

Paul is a Chartered Financial Analyst (CFA) Charterholder and a Chartered Retirement Planning Specialist (CRPS) as well as a Certified Public Accountant (CPA).

Paul is currently a board member and former President of CFA Society Hawaii (2013-2014) and is a member of the Hawaii Society of CPAs and the Honolulu Japanese Chamber of Commerce.