Salt Lake City, Utah
CFP®, ChFC®, CLU®
Education &University of Utah, B.A. in Finance, Cum Laude
CERTIFIED FINANCIAL PLANNER
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
After 30 years as an independent investment advisor and co-founder of The Insight Group, Paul is pleased to join EP Wealth. Paul has been a constant proponent of putting the client’s interest first, which was what drew him to the fiduciary space. He understands that each client is unique and their plan should be too, and this takes both commitment to excellence and experience from the advisory team. Getting to know a client’s needs by listening is always first. Striving for relevant advice with a focus on transparency is critical. Relieving the imbalances of where a client is today and where they want to be in the future is paramount. Paul is a Cum Laude graduate from the University of Utah in finance. Having served in many industry leadership positions early in his career and enjoying the experience of serving many clients over the years, Paul brings a unique perspective to each client’s circumstances. When he is not working, Paul loves spending time exploring the outdoors with his wife Lisa, their four married children and spouses, and six amazing grandchildren. Herein lies the true treasure of life!