Paul F. Maurin,  CFP<sup>&reg;</sup> - Financial Advisor

Paul F. Maurin, CFP®

EA, ChFC, CDFA

Director

RSM UF Wealth Management LLC

515 S Flower St, 17th Floor
Los Angeles, CA 90071
FINANCIAL ADVISOR'S WEBSITE
213-330-4724

General

Paul Maurin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at RSM UF Wealth Management LLC in Los Angeles, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CDFA®, Enrolled Agent

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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