Zach Paul, CFP®
Zach Paul is a Principal Advisor at Sonoma Wealth. As a Certified Financial Planner™ and Accredited Investment Fiduciary™, Zach constantly strives to acquire the knowledge and skill to give his clients the upper edge in all aspects of financial management.
Serving clients across many backgrounds, his desire to help solve complex situations has led to a focus assisting individuals with real estate portfolios and equity compensation packages. With his extensive training and utilization of a wide range of solutions, he helps clients feel confident structuring their financial wellness.
Zach lives in Napa, CA. He grew up in Boulder, CO, where he was an outdoor sports enthusiast. His love for sports led him to the University of Vermont, where he played collegiate soccer and earned his bachelor of science degree in Biochemistry. This combination has given Zach a solution-oriented approach to constantly providing value to enrich the lives of his clients and their families.
Best part of the job:
Helping people navigate their financial future
How Do I Serve my clients?
I design and monitor evolving financial plans, manage investments, and help my clients make smart decisions with their money.
Financial Planning
We create a tailor-made plan that requires discipline and budgeting based on your life goals and values. We develop a close, active relationship to anticipate your needs and monitor your financial plan.
Retirement Planning
Having a peaceful retirement begins with sound, comprehensive planning. We work with you to construct a roadmap and manage your wealth as you reach toward financial freedom in retirement.
Investing
Effective investment management acts as the cornerstone of a well-crafted financial plan. As we develop your tailored portfolio, we invest in asset classes that align with your risk tolerance, individual goals and personal values.