Bio

As a well-known financial educator and advisor serving the San Francisco and East Bay areas, Paul Griessel has been providing sound financial advice for more than 25 years, with an emphasis on implementing efficient and innovative ways of increasing people's investment performance and income, while also reducing their tax exposure.

Believing that each individual's case is unique, Paul listens carefully to understand clients' needs, avoiding any cookie-cutter approach to financial planning. Instead, he relies on his years of experience and know-how in developing optimal, high-quality solutions to achieve people's desires and life goals. Areas of particular expertise include Retirement Planning, Family Legacy Planning, "Boomers," Family-owned Businesses and Business Succession.

Having previously worked in senior management roles at New York Life and Penn Mutual, Paul now finds his greatest enjoyment in having his own practice dedicated to a more focused and personalized experience for his clients. Today he devotes all of his energies toward improving and enhancing the financial situation of his individual and corporate clients. To do this, Paul has attained the designations of Registered Financial Advisor (RFA), Chartered Financial Consultant (ChFC) and Certified Senior Advisor (CSA).

Believing in community involvement, Paul is a Rotarian in his local Rotary Club, and currently coaches various local youth sports. In his off hours, Paul enjoys spending as much time as possible with his wife, Jennifer, and their two young sons, Paul Jr. and Jacob.