Zach Paul, CFP®

Principal Advisor

Zach Paul's mission is simple: to provide clients with a decisive edge in financial management.  As a CERTIFIED FINANCIAL PLANNER™, Zach is dedicated to staying at the forefront of financial knowledge. Whether finding income tax efficiencies or exploring cutting-edge investment opportunities such as potential treatments for Alzheimer's disease, Zach thrives on learning and leveraging knowledge to benefit his clients.  Zach's strengths lie in portfolio management, designing strategies tailored to the individual and delivering high-risk adjusted returns. This approach not only aims to maximize returns but also seeks to mitigate the impact of market volatility on his clients' investments. Zach finds this crucial for those whose wealth is intricately linked with illiquid real estate investments or their employer's equity. With a comprehensive and diversified approach, Zach instills confidence in his clients and their financial future.  A Boulder, CO native, his affinity for the outdoors and a collegiate soccer career steered him to the University of Vermont. While a treasured time in his life, swapping cold Vermont winters for sunny Napa, CA was perhaps the most profitable trade in his career! Now, a decade later, he's a proud husband and father who still sneaks off to Tahoe whenever there's fresh snow on the slopes. Life is about balance, after all!


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