PAUL OH

Growing up in Orange County, Paul witnessed firsthand the dedication and sacrifice required to build a life, a family, and a business. His parents spent more than 40 years running their own business and working tirelessly to provide for their family. Like many small business owners, they did not have access to comprehensive financial planning resources—and when retirement arrived, they had little to show for decades of hard work. Their experience shaped his passion for wealth management and his commitment to helping others build lasting financial security.

Paul holds a bachelor’s degree in finance from California State University, Fullerton, and an MBA from the University of California, Irvine. For the past 16 years, he has built his career in the banking and financial services industry in Orange County, serving individuals, families, and business owners through every stage of their financial journey.

As a financial advisor, Paul provides comprehensive wealth management services, including investment planning, financial planning, retirement planning, business succession strategies, risk management, and income planning. His approach is rooted in education, transparency, and long-term partnership—empowering clients to make confident decisions and pursue the financial future they envision.

Beyond Paul’s professional experience, faith plays a foundational role in his life. His “why” is centered on a desire to serve others, whether through helping clients work toward financial security or supporting the community. He actively volunteers through his church, participating in missions abroad in Thailand, building homes in Mexico, serving in the local food pantry, and supporting both children’s ministry and special-needs programs.

Outside of work, Paul enjoys spending time with his family, golfing, traveling, attending baseball games, and trying new restaurants. These moments keep him grounded and reinforce what matters most—relationships, community, and making a positive impact in the lives of others.