| Paul is an International Wealth Management Adviser. He focuses on providing consulting services for businesses and real estate including buying and selling companies across the world.
Paul’s career in business and finance spans over four decades. His achievements include; developing a large practice with over $200 million in assets under his management, 30% in international accounts. His areas of advanced training include Estate Planning, Retirement Planning, Asset Allocation, and Portfolio Structure. He represented the Southern California Region during the privatization of Argentina’s oil industry and he was named a member of the prestigious Chairman’s Club and Charles E. Merrill Circle.
Paul participated in several advanced studies programs. He attended the Wharton School of Business, Chapman University and Pepperdine University. He holds a Masters Degree in International Management from The American Graduate School of International Management (Thunderbird), Arizona. His BA degree is from Cal State University, Fullerton with a triple major in Business Finance, Latin American Studies, and Spanish Literature.
Paul has traveled throughout Asia, Europe, and South America, both for business and pleasure. He enjoys playing soccer and golf. |
