Paul Barnum
Wealth Management Advisor @Sovran Advisors
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WORK HISTORY
Wealth Management Advisor @Sovran Advisors
Costa Mesa, CA, US
I provide performance-driven portfolio management and comprehensive financial planning for individuals and their families. By leveraging a diverse network of industry experts and utilizing cutting-edge research technology, I integrate tax and estate planning strategies with insurance solutions to help clients grow, protect, and transfer wealth with confidence.
EDUCATION
Irvine Valley College
Associate in Arts - AA
John F. Kennedy High School
High School Diploma
California State University, Fullerton
Bachelor of Arts - BA
Irvine Valley College
Associate in Science AS - Transfer
ABOUT PAUL BARNUM
As a Wealth Manager, I help individuals & families grow, protect, and transfer wealth…
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