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Paul Heising, MBA, CFP
Financial Advisor
Paul provides financial planning for individuals and small business owners to enable them to pursue their personal and financial goals. His focus area is retirement planning. He operates his business in close association with a small group of highly experienced and credentialed financial planners. Paul works with clients nationwide.
His background includes significant experience in senior management for public and privately held corporations. The skills acquired during his corporate experience have provided him financial insight beyond basic financial planning and investment advice skills, and have given him unique insights and expertise in working with corporate executives.
He has served on Corporate Boards as both a director and advisor. At Chapman University, he has lectured on a part-time basis for more than 15 years to graduate and undergraduate students. He frequently speaks to groups about investing, retirement planning and business development. He has his MBA and CFP.