Gage  Paul,  CFP<sup>&reg;</sup> - Financial Advisor

Gage Paul, CFP®

RICP®, EA

Financial Planner

Western Reserve Capital Management

102 First Street, Suite 208
Hudson, OH 44236

Western Reserve Capital Management

1633 Tabor Ridge Road
New Philadelphia, OH 44663
FINANCIAL ADVISOR'S WEBSITE
(330) 655-1543 CONNECT WITH Gage
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General

Gage Paul is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Western Reserve Capital Management in Hudson, OH and the surrounding communities.

Financial Advisor Experience

Gage Paul is a Certified Financial Planner®. Gage entered the industry to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired an in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. Before joining Western Reserve Capital Management, Gage spent time at a major Life Insurance company and two wealth management firms. He immediately fell in love with financial planning after entering the industry, but it wasn’t until he joined the first wealth management firm where his passion for helping clients nearing and in retirement was discovered when he learned more about all of the complexities and the value smart planning can provide in this area. Gage decided to get more specialized knowledge in retirement planning by attaining the Retirement Income Certified Professional credential through the American College. This designation provided Gage with comprehensive knowledge on how to best serve retiree clients and help them to optimize their retirement planning. In his free time, Gage enjoys being outdoors, reading, cooking, and spending time with his family, three dogs, Truman and Malibu. Gage is also a fitness and nutrition enthusiast and regularly attends silent meditation retreats. westernreservecm.com

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA) Retirement Income Certified Professional (RICP)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources