Paul Vann, MBA, ChFC


18400 Von Karman Ave. Suite 400
Irvine, CA 92612

Schedule a Meeting.

Paul has been serving clients since for over 40 years. He typically works with business owners, executives and professional. Paul's objective is to facilitate solutions for busy successful individuals in the areas of  business succession, financial independence, investment management and estate planning to preserve wealth for future generations.

Along with his team Paul utilizes a holistic, cross disciplinary approach to comprehensive financial planning. Coordinating with the client's attorneys and accountants, we assist clients in crystalize the client's objectives. Clients are then able to make informed decisions about what adjustments, if any, should be made.

Paul served in the US Navy. After completing his navy enlistment Paul attended NYU and obtained a degree in business. Paul then went to UCLA and obtained an MBA degree.

Paul is a past president of both the Wilshire Estate Planning and the West LA Society of Financial Service Professionals.

See introductory video Who and how we work with clients.


Phone 949-474-6828
Fax 949-756-2624
Mobile Phone 949-412-9466