Paul Raven, Financial Advisor located in Clearwater, FL

Financial Advisor
Paul Raven

CEPA®, CRPS™
311 Park Place Blvd N, Suite 640, Clearwater, FL 33759opens in a new window
Accepting New Clients
Serving clients with $250,000 plus
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Intergenerational Planning

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Cooking
  • Fine Dining
  • Golfing
  • Personal Fitness
  • Reading

Team Members

  • Olivia Laine
    Branch Office Administrator
  • Shannon Corrado
    Sr. Branch Office Administrator
  • Lisa Best
    Sr. Branch Office Administrator
  • Morgan Laine
    Sr. Branch Office Administrator
  • Andrea Mungo
    Sr. Branch Office Administrator
  • Barbara Sadorf
    Sr. Branch Office Administrator
  • Robin Zancara
    Branch Office Administrator

Send Me a Message

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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 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(727) 275-2292

Fax

(855) 527-4504

Office Address

311 Park Place Blvd N
Suite 640
Clearwater, FL 33759opens in a new window

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