Will Paustian
- Role
- Financial Advisor, Cfp at Jgp Wealth Management
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Will Paustian
Since joining the JGP family in 2020, Will has played an integral role in the firm by…
Experience
Financial Advisor, Cfp
May 2022 — Present
Areas of Focus:\\\\n-Winery and Vineyard Owners\\\\n-Adult Beverage Industry\\\\n-Business Owners Pursuing an Exit\\\\n-Family Wealth and Legacy Planning\\\\n-Cash Windfall Events\\\\n-Business Owners and Executives\\\\n\\\\nJGP Areas of Expertise:\\\\n-Cash Flow Planning\\\\n-Asset Management\\\\n-Tax Coordination\\\\n-Transaction Analysis\\\\n-Lending Coordination\\\\n-Estate Planning Coordination\\\\n-Retirement Planning\\\\n-Charitable Giving Strategies\\\\n-Education Planning\\\\n-Insurance Planning\\\\n\\\\nSince 1993, we’ve helped entrepreneurs and executives address their financial concerns, leverage opportunities and build upon their unique strengths so they can confidently live the life they want — because helping you live your dreams is what we do best.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
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