PAUL ZOCH

Paul M. Zoch, CFP® has been practicing as a Wealth Manager for the past 16 years, handling both investing and planning needs. He provides highly personalized, comprehensive financial planning as well as investment and portfolio management for high-net-worth clients. Paul goes in-depth with clients by coordinating with other professional advisors, such as Attorneys and Certified Public Accountants (CPA®). Paul’s expertise is in the area of complex financial needs which include tax minimization, trust management, wealth transfers, and portfolio performance analytics.

Having met the very rigorous academic and highest ethical standards necessary for Board Certification, Paul has earned the mark: CFP® which stands for Certified Financial Planner™ professional.

Paul was successful in achieving the designations of Charted Retirement Planning Counselor (CRPC®) and Certified Retirement Plan Specialist (CRPS®). He is presently completing his Master’s Degree in Taxation and Financial Planning.