Paul La Banc

Wealth Management Advisor

CFP, CRPC, AAMS, AWMA - CRPC conferred by College for Financial Planning.

Paul has over 31 years of experience in wealth management.

Areas of Focus

Retirement Planning Strategies
Wealth Preservation Strategies
Retirement Income Strategies
Estate Planning Strategies
Retirement Plan Distribution
Tax Planning Strategies
Investments
Executive Compensation and Benefit Strategies

Education

Kent State University
Bachelors in Finance
Bachelors in Real Estate
College of Financial Planning

Community Participation

Cleveland Food Bank
Ronald McDonald House
Make-A- Wish

Interests

I enjoy working out and jogging
Spending time with my family
Riding my Motorcycle
Watching my kids participate in their sporting activities

Start Your Financial Journey Today

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At ViewPoint Wealth Partners, we are committed to guiding you through the complexities of financial management. Our team of experienced advisors is ready to provide personalized wealth management strategies designed just for you.

Interested in exploring your financial options? Contact us today to schedule a consultation. Let’s work together to outline a financial plan that supports your goals.