Donald Paul, Financial Advisor located in Lafayette, LA

Financial Advisor
Donald M Paul

CFP®, CEPA®, AAMS®
3306 Kaliste Saloom Rd, Lafayette, LA 70508opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Sports Enthusiast
  • Volunteering

Team Members

  • Donald Paul
    Associate Financial Advisor
  • Rhonda Vallery
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(337) 993-1040

Fax

(877) 369-3745

Office Address

3306 Kaliste Saloom Rd
Lafayette, LA 70508opens in a new window

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