Paul A.Wieda, CLU,ChFC,AEP
The American College of Financial Services
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Paul A.Wieda, CLU,ChFC,AEP is a highly experienced financial professional with over 40 years of expertise in financial planning, estate planning, retirement planning, wealth management, and life insurance. He has been recognized for his achievements and dedication to his clients. Paul has been recognized for his achievements and has been recognized for his leadership in the financial services industry. He has held various leadership positions, including President of several industry organizations and has been recognized for his contributions to the industry. Paul is also a member of various organizations and has access to John Hancock products and services.
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About
Paul has been assisting families, individuals, and small businesses achieve their unique financial goals for more than 40 years. Throughout his career Paul has been recognized for his accomplishments and dedication to his clients. Paul has also been on the President’s Cabinet and received the National Management Award, NMA. Paul stands out as a leader within the Financial Services industry as well. He has served as President of several industry organizations including: The Fresno Estate Planning Council, Fresno General Agents Management Association, and NAIFA Fresno National Association of Insurance and Financial Advisors, where he was also the recipient of the 2010 Fresno NAIFA Agent of the Year Award. Paul has served on the Board of the Society of Financial Service Professionals as well as the Fresno State Quarterback Club.Through his affiliation with Boston Partners Financial Group, Paul has access to John Hancock products as well as a variety of financial products and services from many other carriers. These services include Retirement Planning, Life Insurance, Wealth Management, Asset Protection, Long-Term Care Insurance, and Disability Income Insurance.Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
...See MoreWork Experience
Senior Vice President | Financial Advisor
Financial Services
Paul A.Wieda, CLU,ChFC,AEP's Professional Milestones
- Senior Financial Advisor At Dibuduo And Defendis (1975-06-01~): Developed and implemented strategic financial plans, optimizing client's financial performance and maximizing retirement potential.
- Senior Vice President | Financial Advisor (1975-07-01~): Developing and implementing strategic financial plans to drive company growth and strengthen support offerings.
Education
Financial Services
1983-1987Skill
Financial Planning
Estate Planning
Retirement Planning
Wealth Management
Life Insurance
Disability Insurance
Long Term Care Planning
Certification
Colleagues
Mark Marroni
President
Sidney Tyner
sr vice president at boston partners financial group llc
Huiming Guo
assistant vice president at boston partners financial group llc
Lutcf James R. Savarino
Senior Vice President
Janath DeSilva, LUTCF
executive vice president boston partners financial group
Other Named Paul A.Wieda, CLU,ChFC,AEP
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Paul A.Wieda, CLU,ChFC,AEP's social media include: Linkedin,
Paul A.Wieda, CLU,ChFC,AEP works for Boston Partners Financial Group, LLC
Paul A.Wieda, CLU,ChFC,AEP's role in Boston Partners Financial Group, LLC is Senior Vice President | Financial Advisor
Paul A.Wieda, CLU,ChFC,AEP works in the industry of Financial Services
Paul A.Wieda, CLU,ChFC,AEP's colleagues are Mark Marroni,Sidney Tyner,Huiming Guo
Paul A.Wieda, CLU,ChFC,AEP's latest job experience is Senior Vice President | Financial Advisor at Boston Partners Financial Group, LLC
Paul A.Wieda, CLU,ChFC,AEP's latest education in The American College of Financial Services