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Next Gen Personal Finance


Nov 9, 2018

Paul’s passion for educating others about investing stems from his encounters with people who believed they couldn’t do it themselves. As a successful financial advisor, Paul had an unorthodox strategy to grow his business. He wanted to educate his clients so well that they would no longer need his services (and put him out of business). Needless to say, word of mouth spread about this incredible educator/financial advisor which ultimately led to a successful sale of his advisory business. This allowed him to focus on his passion to serve others. In addition to being a popular adjunct professor at Western Washington University, Paul has established a financial education center there with a goal of developing financial skills in all students. Still going strong at 75, you will be inspired by Paul's commitment to help the next generation through financial education.