Paul J. Carroll,  CFP<sup>&reg;</sup> - Financial Advisor

Paul J. Carroll, CFP®

Principal

Efficient Wealth Management LLC

2829 Technology Forest Blvd, Ste #300
The Woodlands, TX 77381
(281) 528-1200

General

Paul Carroll is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Efficient Wealth Management LLC in The Woodlands, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Retirement, Sudden Wealth, Nontraditional Households

More

Helpful Financial Planning Resources