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Andrew S Paul - Financial Advisor in Arroyo Grande, CA

Andrew S Paul

Financial Advisor

3.0
(3)
Growing up working in California agriculture instilled in me the value of hard work and the importance of every dollar. This work ethic carried me to Oklahoma State University, where I earned a bachelor's degree in business management and a...... Show More
Location & Business Hours
Business Hours
Tues
9 AM to 4 PM
Wed
9 AM to 4 PM
Thu
9 AM to 4 PM
Overall Ratings
3.0
(3)
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Reviews from Web
  • 5.0
    write_review
    C
    Cale R
    Arroyo Grande, California
    Posted on June 11th, 2024 05:30 AM
    My experience working with Andrew Paul at Edward Jones has been great. He is very knowledgeable and his assistant Trinity has been very helpful. He and Trinity have made dealing with some financial issues & transitions seamless and easy for...
    read more
  • 1.0
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    S
    Susan G
    Posted on April 12th, 2024 12:00 AM
    The previous financial advisor was amazing, as was his admin, he moved to Santa Maria, look for him! The new guy is ok, the major issue is his admin, Trinity! She is very rude and impatient and has no compassion for other people.We had to move...
    read more
  • 5.0
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    M
    Matt O
    Posted on May 12th, 2023 12:00 AM
    Andrew Paul is amazing, professional and very knowledgeable. I would highly recommend him and your financial advisor.
  • 3 of 3
    About
    Growing up working in California agriculture instilled in me the value of hard work and the importance of every dollar. This work ethic carried me to Oklahoma State University, where I earned a bachelor's degree in business management and a master's degree in agricultural economics. During my studies, I had the privilege of working as a research assistant, specializing in behavioral economics. My research explored the fascinating link between psychology and financial decision-making.Today, I'm proud to be a financial advisor and limited partner with Edward Jones. My focus is on creating personalized financial strategies that cater to your unique goals. Whether you're planning for a comfortable retirement, saving for your child's education or securing the right insurance coverage, I'm here to guide you through every step.Building strong relationships with my clients is paramount to my approach. You're not just a number; you're an individual with dreams and aspirations, and I'm dedicated to understanding your unique situation.But I don't go at it alone. Senior Branch Office Administrator Trinity Silva provides invaluable support, ensuring the smooth operation of our office. Behind the scenes, our team of experts and advanced technology support at Edward Jones work tirelessly to provide us with the most current information and resources.Collaboration is key. We welcome the opportunity to work alongside your attorney, accountant and other trusted professionals to develop a comprehensive strategy that leverages everyone's expertise. Together, we can create a tailored roadmap to help you achieve your financial goals.Outside of work, I enjoy an active lifestyle in Arroyo Grande, California, with my wife, Haley, daughter, Lindsey, and our dog, Sadie. When not helping clients achieve their financial goals, I can be found exploring the area's hiking trails, practicing mixed martial arts or playing guitar. Additionally, I am actively involved in the community, sponsoring 4H youth and serving as a member of the 5-Cities Men's Club and the South County Chamber of Commerce.
    Specialities
    Wealth Strategies
    Retirement Savings Strategies
    Business Retirement Plans
    Entrepreneurs & Business Owners
    College Savings
    Estate & Legacy Strategies
    Martial Arts
    Health & Nutrition
    View All
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Andrew S Paul
    What organization is Andrew S Paul associated with?
    Andrew S Paul is associated with Edward Jones.
    What is Andrew S Paul’s work email address?
    Andrew S Paul’s professional email address is a*********l@e**********.com. You can also email Andrew S Paul by clicking on the contact Andrew S Paul.
    Where is Andrew S Paul based out of?
    Andrew S Paul’s primary location is Arroyo Grande, CA.
    What is Andrew S Paul's phone number?
    Andrew S Paul's phone number is (805) 474-5923
    What is Andrew S Paul's title??
    Andrew S Paul is a Financial Advisor.