Broker Check
Paul A. Neves, CFP®, ChFC®

Paul A. Neves, CFP®, ChFC®

President and Wealth Manager

Paul A. Neves, CFP®, ChFC® A current resident of Point Loma, California, Paul enjoys spending his free time with family and friends. His hobbies include boating, cooking, dining out, and traveling. Active in his community, both professionally and personally, Paul is a fiduciary and is a member of the Financial Planning Association, the SDSU Alumni Association, and has served as the President of the Point Loma Soccer Association and the Riptide Soccer Club, and has sat on the boards of both the Cabrillo Park & Rec Council and the Ocean Beach Park & Rec Council.

“As someone who has a strong sense of independence, wealth management makes sense to me,” says Paul. “You’re asking clients to support their values with their own resources. I can’t think of a more effective way of organizing a whole array of needs, from finances to family issues. We limit the number of clients we help because the ‘true’ wealth management process is very involved and requires a major commitment of our own time and resources to be successful.”

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