Paul joined Waddell & Reed in 2013. Prior to Waddell & Reed, Paul lived in Los Angeles and opened up California Securities Lending Services, Inc. in 1998.
While building California Securities Lending, Paul’s personal passion of volunteering at various school and children’s charities led him to establishing Amazing Memories, Inc. in 2003, a non-profit consulting and charity auction business.
Paul became a Financial Advisor with Morgan Stanley Smith Barney in 2012. During his tenure at Morgan Stanley he realized that a smaller firm would be better suited for his relationship and financial planning based philosophy. After diligently researching firms, Paul transitioned his practice to Waddell & Reed in February 2013.
Paul maintains Series 7 and 66 securities registrations and the health, life, and variable contracts insurance licenses through LPL Financial. He has been licensed since 2012. He obtained the CRPC® [Chartered Retirement Planning CounselorSM] designation from the American College of Financial Planning and also holds the CLTC (Certification for Long-Term Care). Dedicated to guiding people to work to pursue their financial goals through planning and disciplines of long term investments and risk management. Paul is working to grow his practice and he is passionate about the relationships he is able to develop as a LPL Financial Advisor.
Paul has been happily married since 1995 with 4 children and 2 grandchildren. He now lives in Calabasas with his wife and youngest son. Paul remains very active in various charitable causes and organizations. His personal passion remains assisting children with a focus on at-risk youth. He likes to spend time with his family, golfing and doing community service work. Paul is currently a Past President of the Rotary Club of Woodland Hills, an Assistant Governor to Rotary District 5280 (Los Angeles), a Paul Harris Fellow, and sits on the board of New Direction for Youth.
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