About My Practice
Efficient Wealth Management is an independent fee-only financial planning and investment advisor firm located in The Woodlands, Texas.
Our mission is to provide our clients with sensible and unbiased financial planning solutions where the interests of our client always comes first. Our goal is to assist our clients in prioritizing and quantifying their financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy to achieve these goals.
One of our most important roles is to assist our clients in determining a suitable and appropriate asset-allocation strategy by considering investment time horizon, risk tolerance objectives and cash-flow needs.
At Efficient Wealth Management, we believe an effective financial advisor relationship must be built on a commitment to personal attention.
Paul graduated Summa Cum Laude from the University of Maryland, in 1985, with a Bachelor of Science degree in Business. Following, he earned his Master of Science degree in Finance at Texas A&M University, graduating in 1987. At Texas A&M University, Paul was a member of the Beta Gamma Sigma honor society and today is a Century Club Member of TAMU Association of Former Students.
After graduating, Paul worked as a consultant, often with aviation clients, first with Andersen Consulting (Accenture) and then with Ernst & Young. He then worked with Smith Barney as a Registered Representative. Paul held SEC 7 and Series 63 licenses during this period. Paul is a Certified Financial Planner (CFP).
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance: TX, Health/disability insurance: TX
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
Your planner has been saved.
To view, print, or e-mail your saved planners anytime during your visit, click the Saved Planners link to the right.