Paul Horn

Director of Financial Planning @Benefit Financial Services Group Bfsg

Irvine, CA, US
EMAILS
p••••@bfsg.com
MOBILE NUMBERS
+17•••••••10

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WORK HISTORY

Jul 2019 — Present

Director of Financial Planning @Benefit Financial Services Group Bfsg

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Irvine, CA, US

As a Senior Financial Planner, Paul takes an active role in educating clients to help them grow, manage and protect their wealth. Paul assists client in various aspects of wealth management including clients in transition, retirement planning, succession planning for business owners and planning for executives. Paul is also a member of our investment committee.

EDUCATION

2002 — 2004

California State University, Fullerton

Bachelor of Arts (B.A.), Psychology

2010 — 2012

Creighton University

Master's of Science, Securities Analyses and Portfolio Management

SKILLS

Financial AnalysisRetirement PlanningSeries 7Financial ServicesFinancial PlanningFinanceSecuritiesInvestmentsWealth Management

ABOUT PAUL HORN

Experienced Financial Planner with a demonstrated history of working in the financial…

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