Paul La Banc, CFP, CRPC, AAMS, AWMA

Paul La Banc, CFP, CRPC, AAMS, AWMA

Wealth Management Advisor

Paul has over 31 years of experience in wealth management.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies

Education

  • Kent State University
  • Bachelors in Finance
  • Bachelors in Real Estate
  • College of Financial Planning

Community participation

  • Cleveland Food Bank
  • Ronald McDonald House
  • Make-A- Wish

Interests

  • I enjoy working out and jogging
  • Spending time with my family
  • Riding my Motorcycle
  • Watching my kids participate in their sporting activities