Paul D. Booth, CFP<sup>®</sup>

Paul D. Booth, CFP^®

CFA, CPWA

Paul D. Booth, CFP<sup>®</sup> - Financial Advisor

Paul D. Booth, CFP^®

CFA, CPWA

President

Delta Wealth Management

PO Box 3120
Granite Bay, CA 95746

(209) 224-8534

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are an independent fee-only financial planning firm.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Paul Booth is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Delta Wealth Management in Granite Bay, CA and the surrounding communities.

Financial Advisor Experience

I have been a Certified Financial Planner for over 30 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)
Other - Certified Private Wealth Advisor (CPWA)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

We have no affiliations with any broker-dealers, banks or insurance companies.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Sudden Wealth

More

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We are an independent fee-only financial planning firm.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

Helpful Financial Planning Resources

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