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Paul is a registered Cambridge representative with over 20 years of financial services experience.
He can help you develop a plan to pursue your financial needs and seek your goals through:
- Retirement Planning
- College Savings Strategies
- Tax-Advantaged Investments
- Tax-Deferred Investments
- Tax Efficient Investments
- Quality Investment Products
He is responsible for financial planning and account investment management for clients. Paul works closely with clients and their families to plan for their future financial needs, whether saving for college, retirement, or leaving their legacy.
Paul joined Stephenson Financial Services in 2007. A Menominee native, he enjoys spending time with his wife, Kylene, and their three children. His family can usually be found at the golf course or the ice rink, depending on the time of year.
Paul is located in the Marinette office at 1820 Hall Avenue, personal appointments can be arranged by calling 715-735-2303.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
- B.A. degree in Economics from the Eli Broad College of Business at Michigan State University
- Series 7 Securities Registration (held with Cambridge)
- Series 66 Securities Registration (held with Cambridge)
- Licensed for insurance in Michigan and Wisconsin
If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact an investment representative.