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Paul Heising, MBA, CFP
Financial Advisor
Paul provides financial planning and investment management to families, individuals and small business owners to enable them to pursue their financial goals and retirement dreams. He operates with three other highly experienced and credentialed financial advisors who rely on extensive academic research and a disciplined planning focus. Paul works with clients nationwide.
His focus area is investment management and retirement planning. He assists clients by reviewing their current financial situation in detail and understanding their retirement goals. He identifies and implements a customized strategy and utilizes sophisticated cash flow planning techniques and software to provide clarity to each clients retirement pursuit.
He frequently speaks to groups about investing, retirement planning and business development. He has served on Corporate Boards as both a Director and Advisor. He taught business classes to graduate students at Chapman University on a part-time basis for more than 20 years. He has his MBA and CPF®.
Paul is a Financial Planner and Invesment Advisor Representative providing Investment Advice and Investment Management with CLG Wealth Management, LLC, a nationally recognized Registered Investment Advisor.