☏ (469) 500-5200
Paul created Provident Financial Planning in 2017, however, starting a boutique financial planning office has always been his goal since the very first day he started working for an investment company in 2008.
He and is beautiful bride Marchelle and fun-loving daughters Collins, Cora & Quinn live in north Dallas/Fort Worth where they spend most of their evening time on the playground swing-set.
Prior to working with clients at Provident Financial Planning, he was a Financial Consultant to high net worth clients as part of the Fidelity Investments Private Client Group. 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 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. There is never a cost until you decide to become a client.
Simply call, email or request an appointment via the link below.
☏ (469) 500-5200
1701 W. Northwest Hwy. Suite 100, Grapevine, Texas 76051
13155 Noel Road, Suite 900 Dallas, Texas 75240
5700 Tennyson Parkway, Plano, Texas 75024, United States
5100 Westheimer Road, Suite 200, Houston, Texas 77056
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