☏ (469) 500-5200
Paul created Provident Financial Planning in 2017, however, starting a boutique financial planning practice has always been his focus since the very first day he started working for an investment company in 2008.
He and is beautiful bride Marchelle and energy-filled daughters Collins (5), Cora (4) & Quinn (2) live in north Dallas/Fort Worth where they spend most of their evening time on the playground swing-set.
Paul was a Financial Consultant in the Private Client Group at Fidelity Investments where he focused exclusively on building complex financial plans for over 400 families across many states.
Paul is a CERTIFIED FINANCIAL PLANNER™ and has created hundreds of individualized financial plans for high net worth families entering retirement and high-income families accumulating or transferring wealth. He also specializes in working with clients who are new to wealth due to inheritance, completion of residency and business success.
With over a decade of experience working for regional and national investment firms, Paul has witnessed that clients often experience:
The listing of these themes originated from the book 'Enough' by John C. Bogle. Ask Paul for a copy of this book.
Our introductory appointment is where we meet to discuss your needs, our service & how we might be able to partner together. All initial meetings are complimentary.
Simply call, email or request an appointment via the link below.
☏ (469) 500-5200
1560 East Southlake Boulevard, Suite 100 Southlake, Texas 76092
5700 Tennyson Parkway, Suite 300 Plano, Texas 75024
5100 Westheimer Road, Suite 200, Houston, Texas 77056
10440 N. Central Expressway, Suite 800 Dallas, Texas 75231
2626 Cole Avenue, Suite 300 Dallas, Texas 75204
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