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barbpaul01

BARBARA PAUL

PRESIDENT, CIMA(R), BARBARA PAUL & ASSOCIATES

  • Current role(s)

    Wealth Manager and Financial Consultant, President, Consultant for NonProfits, Wealth Management, Retirement Planning, Wealth Management, Retirement Planning, Asset Allocation, Employing Professional Money Management, Public Speaking,

  • Education

    CIMA(r), IMCA(r)

  • Certification

    Wealth Advisor & Senior Consultant Certification with Morgan Stanley through Booth School of Business, Series 7, 8, 65, 63, Life, Health