Paul Blair
Financial Advisor | Retirement Planning | Education Planning | Wealth management | Estate Planning |
- Role
- Financial Advisor at Edward Jones
- Location
- Thousand Oaks, CA, US
- LinkedIn followers
- 500 followers
About Paul Blair
My name is Paul Blair and I am your local Edward Jones Financial Advisor. I work one on one with individuals and families to help them achieve financial goals. It is important to me to earn your trust and build long term relationships. I specialize in:• Retirement and Education Planning• General Investing• Wealth Preservation and Asset Allocation Strategies• Estate and Legacy StrategiesAllow me the opportunity to be a resource for your family. Feel free to call my office and schedule a no cost appointment either at my office or your home.Paul Blair, Financial Advisor2535 Townsgate rd Suite 211Westlake Village, CA 91362Tel.(80••••••61Email:P••••••••@edwardjones.com
Experience
Financial Advisor
Nov 2014 — Present
Education
University of Charleston
Finance, Finance, General
2009 — 2014
University of Charleston
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
2009 — 2014
Skills
- Insurance
- Social Media
- Windows
- Microsoft Office
- Sales
- Financial Analysis
- Retirement
- Business Analysis
- Portfolio Management
- Microsoft Word
- Team Leadership
- Financial Advisory
- Management
- Powerpoint
- Microsoft Excel
- Business Development
- Asset Allocation
- Teamwork
- Mutual Funds
- Risk Management
- Team Management
- Research
- Customer Service
- Leadership
- Public Speaking
- Leadership Development
- Strategic Planning
- Financial Services
- Finance
- Investments
- Financial Planning
- Social Networking
- Time Management
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