Jeff Pauls
Financial Services Professional helping clients with custom-tailored solutions for personal or business financial needs
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Jeff Pauls
Everyone\'s financial journey is unique—but clarity, security and confidence are goals we all share. My own life was transformed by the guidance of a trusted advisor who helped us define what success meant for our family, set goals, and follow a practical plan. Even when our income stayed the same, our wealth grew—because we finally had a strategy and someone in our corner.Today, I’m committed to delivering that same level of care, insight, and education to professionals and business owners who don’t have the time (or desire) to manage finances on their own. My background in mathematics means I bring rigorous analysis and problem-solving to every client’s plan. And my years of nonprofit leadership taught me that honesty and integrity matter as much as expertise.I love helping clients clarify their goals, understand their financial situation, and keep plans on track—even through job changes or busy transitions. My priority is always your long-term well-being. Whether you need to streamline retirement accounts or just want straight answers about your options, I’m here to provide solutions and support—so you can focus on what you do best.If you want a collaborative partner who puts your interests first, let’s schedule a conversation.Disclosures:I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I\'m not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of others. These testimonials are no guarantee of future performance or success.3530 Wilshire Blvd. Ste. 1600Los Angeles, CA 90010CA License #42••••••••61
Experience
Financial Services Professional
May 2023 — Present
Financial Services Professional offering securities products and services through NYLIFE Securities LLC.(Member FINRA/SIPC), A Licensed Insurance Agency.
Education
UC Santa Barbara
Bachelor of Science - BS, Mathematics
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