Paul is an established and knowledgeable wealth management professional who has offered his financial counsel to individuals, families, businesses and institutions throughout the region and country for more than 44 years. He is dedicated to building individual client investment portfolios and identifying and acting on market opportunities that best fit the goals, needs and expectations of his clients.
Before joining Raymond James in 2015, Paul served as a senior vice president at several other prominent national firms including RBC Wealth Management, Prudential, Merrill Lynch and Bear Stearns. He earned a bachelor’s degree in economics from the University of California of Irvine.
Paul is also dedicated to supporting his community and has been very active in area organizations throughout his life. He has served as chair of the Asthma and Allergy Foundation, board member of the San Fernando Child and Family Guidance Clinic and member of the Board of Finance at the Stephen S. Wise School. He also served as a board member of the Los Angeles County Library Foundation and is currently actively involved in the Race to Erase MS. He has been an active participant with UCLA and USC as well as all the schools his children attended, including Harvard-Westlake School and Notre Dame High School.
Paul and Suzanne, his wife of 45 years, live in Encino, CA and Newport Beach, CA and have four children, Alexis, Sari, Nick and Grant. They enjoy spending summers in Newport Beach. Blessed to have five grandchildren, Ryan, Miles, Jack, Sydney and Skylar. Paul is still an active tennis player, skier and fan of the LA Dodger, Lakers and Kings.