Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Banking
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Career Change
- Estate Planning
- Investment Management
- Government & Military
- Employee Benefits
- Getting Divorced
- Limited Partnerships
- Mutual Funds
- Getting Married
- Irregular Income
- Insurance
- Real Estate
- Job Loss
- Minority Financing
- Startup
- Retirement
- Stocks & Bonds
- Life Planning
- Long-term Care
- Succession Planning
- Starting a Family
- Tangible Assets
- Sudden Wealth
- Men's Finances
- Nontraditional Households
- Special Needs
- Personal Taxes
- Women's Finances
How Planner Charges
Considerations: Paul provides financial planning and investment advisory services to corporate executives, entrepreneurs, professional athletes and other high net-worth individuals and families.
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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801 Compass Way
Suite 11
Annapolis
MD
21401-7804
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Select
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801 Compass Way
Suite 11
Annapolis
MD
21401-7804
|
|
Select
|
|
801 Compass Way
Suite 11
Annapolis
MD
21401-7804
|
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