- Cleveland Food Bank
- Ronald McDonald House
- Make-A- Wish
Paul La Banc, CFP, CRPC, AAMS, AWMA
Wealth Management Advisor
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
Interests
- I enjoy working out and jogging
- Spending time with my family
- Riding my Motorcycle
- Watching my kids participate in their sporting activities