Hi, I'm Paul

I founded WealthMap Planning to help address a gap in the financial advisory industry for straightforward advice that individuals can apply on their own.

The financial services sector has created a maze of complexity that aims to confuse the average person, leading them to believe that they couldn't possibly be qualified to handle their own money. However, most people don't need someone to manage their money. They simply need sound financial advice that they can understand and implement for themselves. WealthMap Planning is designed for those who want to manage their own finances and simply need guidance and reassurance that they are on the correct path.

We provide comprehensive financial planning and education that is designed to equip you with the tools you need to achieve your financial goals. No product sales. No fees tied to how much is invested. Just sound financial plans that you can implement yourself.

Guiding Principles

Transparency

We believe in clear, honest communication about our services, fees, and strategies.

Personalization

We believe in tailoring our strategies and advice to fit the unique facts and goals of each individual.

Simplicity

We believe in proven, straightforward strategies to build wealth in the the most efficient way possible.

Empowerment

We believe in equipping clients with the information they need to take control of their financial future.

Background & Expertise

Paul began his career working for PwC and Deloitte, commonly known as "Big 4" accounting firms. There, he performed tax compliance and consulting work for high-net-worth individuals and Fortune 500 companies.

From there, Paul moved into a senior leadership position at a large family-owned business, where he directed tax and financial planning for both the corporation and its owner.

Paul is a licensed CPA (Certified Public Accountant) and a PFS (Personal Financial Specialist) - a credential awarded by the AICPA exclusively to CPAs with advanced expertise in personal financial planning. He combines deep tax knowledge with comprehensive financial planning strategies, offering a level of integration that is uncommon among personal financial advisors.

Paul is located in San Luis Obispo, California and works virtually with clients across the country.

Outside of work, Paul enjoys spending time with his wife and two boys, backpacking, mountain biking, playing pickleball, and coaching his boys soccer teams.

Education and Certifications:

CPA - Certified Public Accountant
PFS® - Personal Financial Specialist
Master of Science in Accounting with a Specialization in Tax, with Distinction - Cal Poly San Luis Obispo