Paul’s vision has always been to help clients by implementing comprehensive financial planning, advisory asset management and non-proprietary insurance strategies. In doing so, WestPoint Capital makes its clients the most important part of its organization with special experiences and multiple touches throughout the year.
“Our goal is for the client to never have better service at any other financial institution or any customer service period,” Paul says.
Paul’s blue-collar upbringing has instilled in him the work ethic foundation to have one of the quickest starts of anyone amongst his peer group in the industry. “I’ve been lucky to have two parents have two jobs each growing up, have a brother become a police officer and my sister become a public-school teacher,” he says. “Seeing firsthand their ability to never quit is what drives me to make an impact in as many lives as possible.”
Paul’s passion for helping others extends beyond WestPoint Capital. He is actively involved in the community, and wholeheartedly believes in giving both time and money to causes he supports. Paul is particularly interested in education for disadvantaged youth, helping families and children who have gone through life changing events and helping those with special needs.
Paul is a Chartered Financial Consultant (ChFC®) designee, an Accredited Investment Fiduciary (AIF®) designee, member of the Association for Advanced Life Underwriters (AALU), the National Association of Insurance and Financial Advisors (NAIFA) and holds the following FINRA investment licenses:
Series 7, Series 65, Series 24, Series 6 and Series 63. He resides in Western Springs with his wife, Keriann, son Isadore “Izzy”, daughter Toby, and their cocker spaniel, Nugget.
CA Insurance License # 16493454, State of Domicile: IL