Paul JuergensenOctober 13, 2015
Paul has more than 35 years of experience providing financial advice and services. As a Certified Financial Planner, Paul advises his clients on managing the complex financial issues that people face today.
He is a member of the National Capital Chapter of the Financial Planning Association (FPA), which is an organization that promotes the financial planning process to the public. Paul has served the local chapter holding a number of board positions.
In addition to his planning practice, Paul continues to serve his community by serving on several non-profit organizations’ boards and by providing seminars to a variety of non-profit and charitable organizations, whose members usually do not have the resources to work with a financial planner.