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The Planners Network, Inc.
140 S Chaparral Ct
Ste 130
Anaheim Hills, CA 92808-2239
Phone: (714) 998-8200
Fax: (714) 998-8202
Toll-free: (877) 472-8523
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Household Income Minimum: $75,000 Investable Asset Minimum: $250,000
Paul J. Toohey, CFP is a Registered Principal, Investment Advisor, and Insurance Agent who provides a broad range of financial and advisory services to highly compensated individuals, dual income families, and business owners.Paul is a founding member of The Planners Network, Inc., a Registered Investment Advisory firm that provides portfolio management, asset allocation, financial planning, and retirement planning services to its clients, including on a fee-only basis. He is also a member of TPN's Board of Directors, currently serving as the Director of the group's RIA Division.Paul is an OSJ/Registered Principal with National Planning Corporation, a Broker Dealer and member of FINRA based in Santa Monica, CA. Through NPC, Paul has access to commission-based investments and insurance services.An alumnus of Western Michigan University, Paul graduated with a BBA in Business Administration and a Minor in Marketing. Later, he earned the Certified Financial Planner™ (CFP®) designation from the College for Financial Planning and the Certified Divorce Financial Analyst™ mark from the Institute for Divorce Financial Analysts™. He is registered with the International Board of Certified Financial Planning (IBCFP).
Mr. Toohey has been helping individuals and businesses achieve their financial goals for more than thirty years. He provides his clients with the financial expertise they need to reach their financial goals and make their dreams a reality.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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