Paul Alwine, Your Financial Advisor.
With over 20 years of experience in the financial services industry, I partner with my clients to help them make sense of investing and achieve their financial goals and dreams.
My first priority is to know you and to understand what matters most in your life. Many folks who seek me out want to be financially organized. They want to feel understood, informed and in control. Through job changes, marriage, births and deaths, I work with my clients to ensure that their investment strategy and financial strategy continues to be tailored to their specific needs. Life is dynamic and your strategies need to be as well.
In addition to acquiring the Series 7, 63, 65 and Life and Health Insurance licenses, I also hold the ChFC® and CLU® designations. As a ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter), I continue to expand my learning and knowledge so that I'm able to help my clients navigate through today's increasingly complex financial environment.
And I'm not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
My family and I reside in Southlake, Texas. My wife, Cynthia, and I married in 2002 and we adopted our beloved son, JD, in 2015. We enjoy traveling and spending time as a family.
- Business Retirement Plans
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- College Savings
My Personal Interests
- History and Museums
- Scuba Diving
- Spending Time with Family
Office Address409 Harwood Rd
Bedford, TX 76021
Phone NumberPaul D Alwine at (817) 514-3902
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