Paul Hynes
All Fiduciary. All the Time.®
- Role
- Director - Wealth Management, Partner at Aspiriant
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Paul Hynes
Some people let emotions, inexperience or lack of understanding cloud judgment when it comes to money. It\'s my life\'s work to educate, empower and inspire people to make intelligent decisions. As an objective advisor without products to sell, I\'m well prepared to watch the financial backs of people and families through all the phases of their lives. I also work with Professional Fiduciaries who often delegate investment management to an investment advisor. This is general information only and is not a solicitation of advisory services.Specialties: Wealth ManagementInvestment ManagementInvestment Management for Professional FiduciariesWealth PlanningFinancial PlanningRetirement PlanningI serve on the Investment Advisory Committee for United Way of San Diego, as well as several other Boards and Committees.Disclaimer: http://aspiriant.com/social-media-disclaimers/
Experience
Director - Wealth Management, Partner
Dec 2021 — Present · San Diego, CA, US
Education
University of Virginia
BA, Psychology
1976 — 1980
College for Financial Planning
Completion, CERTIFIED FINANCIAL PLANNER (TM) Professional Education Program
2008 — 2010
Scituate High School
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
1973 — 1976
Skills
- Personal Tax Planning
- Retirement Planning
- Certified Financial Planner
- Certified Investment Management Analyst
- Fiduciary Investment Management
- Wealth Preservation Planning
- Estate Tax Planning
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