Paul Horn, CFP® , CPWA®
Director of Financial Planning
As a Senior Financial Planner & Wealth Manager, Paul takes an active role in educating clients to help them grow, manage and protect their wealth. Paul assists clients in various aspects of wealth management including clients in transition, retirement planning, succession planning for business owners and planning for executives. Paul is also a member of our investment committee.
Paul is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor™. Paul holds a Master of Science degree in Portfolio Management and Security Analysis from Creighton University. Paul joined the firm in 2019.
What drew you to the wealth management industry?
I was a social worker in a past life and love to help people. I had a mentor who was an advisor so it exposed me to the industry and combined my love of learning, math and helping people.
What is the most rewarding part of being a BFSG Team Member?
Working in an environment where people truly have the best interest of the clients and employees above all else.
I enjoy volunteering at:
I actively volunteer and support my church.
The one word or phrase that best describes me is:
The one word that would describe me would be passionate.