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Paul J. Damon CFP®, CLU, ChFC, CAP®, CEPA®

Paul J. Damon CFP®, CLU, ChFC, CAP®, CEPA®

CEO & Founder

Paul began his career in financial services in 1981. His passion is to see his clients live lives of purpose and significance. He has developed the firms' "Planning with Purpose" process to help his clients achieve the maximum impact for their families, communities and the world. Paul has pursued education and professional development so that he can bring excellent quality advice and expertise to his client's lives.  

Paul specializes in assisting clients with a focus in working with those: Senior Executives in Corporate Partnerships; Philanthropic-Minded Families & Individuals; Owners of Privately Held Companies and Retired or Near Retirement Individuals. Many of his clients share his biblical world view and believe that we are stewards and not owners of all we have so that we can use our lives and resources to make a positive impact on others for eternity.

Paul and his wife, Dawn, live in Rockford MI.  They are very active in Tribes Church, and enjoy spending time with their kids and 10 grandchildren.

Education

Paul attended Hope College, graduating with a double major in business administration and psychology. He has earned numerous advanced designations including: Certified Financail Planner (CFP®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), Certified Exit Planning Advisor (CEPA®), Chartered Advisor in Philanthropy (CAP®) as well as series 7, 22, 24, 63 and 65 licenses.