Please upgrade your web browser
These pages are built with modern web browsers in mind, and are not optimized for Internet Explorer 8 or below. Please try using another web browser, such as Internet Explorer 9, Internet Explorer 10, Internet Explorer 11, Google Chrome, Mozilla Firefox, or Apple Safari.
Role and Company
CERTIFIED FINANCIAL PLANNER, Waddell & Reed Financial
Expertise
30 years experience in financial services
Location
San Antonio, TX
About Paul
A CERTIFIED FINANCIAL PLANNER and Chartered Retirement Planning Counselor with 30 years experience. Passionate about helping our military service men and women who are ready enjoy a successful transition out of the military and into retirement or back into the private sector.
Paul has volunteered to be available for private messages. Feel free to send a conversational message but remember to be succinct and mindful of the other person’s time.