Hi, I’m Paul. I am the founder of Attune Financial Planning. I provide comprehensive, holistic financial planning to individuals and families.
Why Am I a Financial Planner?
I established my own firm because I value the independence and the freedom to do what is best for you and without any conflict of interests. I truly care about you and I am passionate about guiding you towards the life you want for yourself and your family.
I started my career in Corporate Finance where I worked for over 15 years. I became interested in Financial Planning in 2003 right after my son was born. My wife and I were searching for someone to help us develop and implement our financial plan. What we found instead were primarily financial sales people. Not knowing where to turn to, I decided to learn about financial planning on my own. I took classes at Golden Gate University where I eventually received a Graduate Certificate in Financial Planning.
Surprisingly, I discovered a new career where I could truly help everyday working people who have very real concerns about how to protect their family, buy a home, save for retirement and fund their children’s college education.
In 2012, after successfully passing the CFP® exam and the State Registered Investment Advisor exam, I established my own independent financial planning practice.
I have a Master’s of Science degree in Business Administration with an emphasis in Accounting and a Bachelor’s Degree in Psychology. I also have a Graduate Certificate in Financial Planning, and hold a Series 65 Registered Investment Advisor License.
Family & Personal Life
I live in the Terra Linda area of San Rafael, California with my wife and teenage son. In my spare time I enjoy gathering with family and friends, going on family vacations, watching movies, reading, and running. I’ve run a number of full marathons, and my wife and I enjoy training and running half marathons together.
In addition to spending time with my family, I enjoy helping out in my local community. I am currently on the Board of Directors of the San Francisco Financial Planning Association where I serve as the Treasurer.