Robert Paul (CFP)
Robert Paul focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Alternative or Private Investments
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
Planning Specialties
Comprehensive Fee-Only Financial Planning and Wealth Management
NAPFA Start Date
August 31, 2016