Paul Coles

About Paul Coles

Paul graduated from Brigham Young University - Idaho and the University of Utah’s David Eccles School of Business in Administration with an emphasis in Finance and Accounting. He began his career in the financial services industry specializing in retirement and estate planning. He was quickly recognized as an industry leader for his ability to explain complex topics in a simple manner. He currently serves as a chairman on the board for the state of Utah’s National Association of Insurance and Financial Advisors (NAIFA), a court of the table member of the Million Dollar Round Table (MDRT), a licensed insurance producer, a Registered Financial Consultant and an investment advisor representative.

Experience

1. CEO Investment Advisor

   Alliance Wealth Advisors

   Jan 2008 — Present · Bountiful, UT, US

   We are a comprehensive wealth management firm made up of CPA\'s, Attorney\'s, investment advisors and financial professionals. We specialize in strategies designed to optimize asset performance while minimizing risk exposure. We view ourselves as educators and pride ourselves in building strong relationships with our clients while developing financial plans that will carry them to and through retirement and remove much of the anxiety that comes with that transition.Investment Advisor Representative with and offering Advisory Services through Alliance Wealth Advisors, LLC, a SEC Registered Investment Advisor. 150 N. Main St.#202 Bountiful, UT 84010. Alliance Wealth Advisors, LLC is not affiliated with any other named entity. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Alliance Wealth Advisors, LLC and its representatives do not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his/her individual circumstance.

Education

• Brigham Young University - Idaho

  Associate’s Degree

• University of Utah - David Eccles School of Business

  Bachelor’s Degree

Skills

• Management
• Customer Service
• Strategic Planning
• Sales
• Investments
• Leadership
• Finance
• Team Building
• Insurance
• Sales Management
• Retirement