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Paul M. Zoch, CFP®

Paul M. Zoch, CFP®

Paul M. Zoch, CFP® has been practicing as a Wealth Advisor for the past 16 years, handling investing and planning needs. He provides highly personalized, comprehensive financial planning as well as investment and portfolio management for high-net-worth clients. Paul’s expertise is in the area of complex financial needs which include retirement, tax minimization, trust management, wealth transfers, and portfolio performance analytics.

Paul is designated as a CERTIFIED FINANCIAL PLANNER (CFP®) professional and is held to strict ethical standards to ensure financial planning recommendations are in your best interest.  As an expert in financial planning, one of his specializations is focused on Retirement Planning. He achieved a designation as a Charted Retirement Planning Counselor (CRPC®) which shows his desire of gaining in-depth knowledge of individuals needs both before and after retirement. 

In addition to working with families and individuals, a portion of his practice are business owners that may need assistance on choosing a retirement plan (401k, SEP and others) for their company(s) and employee(s). He has a specific credential as a Chartered Retirement Plans Specialist (CRPS) who helps create, implement and maintain retirement plans for businesses.

As tax laws and strategies potentially change, Paul helps clients prepare for the changes by utilizing customized strategies to help with tax planning and preparation as part of the overall implementation for a personalized financial plan.

He continues to build his knowledge and strengthening client relationships by creating value and confidence. Paul’s long term client relationships benefit from his ongoing approach of evolving in the ever-changing complex financial matters. He is currently working towards his master’s degree in financial planning and as an Enrolled Agent, which is a tax advisor who is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury. Enrolled agents represent taxpayers before the Internal Revenue Service for tax issues including audits, collections and appeals.

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