Managing Director, Investments
Paul collaborates with other professionals including CPAs, estate planning attorneys, insurance specialists, and philanthropists to ensure that each client’s wealth strategy is customized to their lifestyle, goals, and values. He regularly hosts workshops and seminars to educate clients on important topics such as retirement planning, income in retirement, education planning, taxation and more.
Prior to Wedbush, Paul spent 6 years at Edward Jones, and has an extensive background in technology including firms such as IBM, Silicon Graphics, 3Com, RealNetworks, BigBand Networks, and ARRIS Corp. He holds a Bachelor’s degree in Mechanical Engineering from Brown University, and received his MBA in International Finance from George Washington University. He has an obsession for learning and a deep passion for finance and taking care of clients. He has lived all over the world including Madrid, Paris, London, and New York City, where he is originally from, before settling in Redwood City where he currently resides with his wonderful wife of almost 30 years. They have two fantastic daughters who graduated from Cal Poly San Luis Obispo and Loyola Marymount University. In his spare time, he enjoys skiing, cycling, swimming, traveling the world, real estate and cooking.
- Asset Management
- Retirement Planning
- Stocks and Bonds
- Wealth Management
- Series 7 and 66 licenses
- CA Insurance Lic. #0I68600
- BS in Mechanical Engineering from Brown University
- MBA in International Finance from George Washington University