Paul joined GoldBook Financial in May 2025 and is based out of GoldBook’s Costa Mesa office.

Paul specializes in designing holistic financial solutions for individuals, families, and businesses, harmonizing all elements to help secure financial stability and achieve objectives with optimal efficiency.

Prior to joining GoldBook Financial, Paul began his financial services career at Northwestern and built on his financial services strategies. Before moving to a career in financial services, Paul was a business development and service manager for an energy solutions company in Orange County. He also spent many years as a corporate trainer.

Paul holds FINRA Series 6, 63 & 65 and is Life, Accident and Health licensed.