wiseradvisor

Paul J. Toohey
The Planners Network, Inc.

Tel: (714) 998-8200
140 S. Chaparral Court
Suite 130
Anaheim Hills, CA 92808
The Planners Network, Inc. | Financial Advisor in Anaheim Hills ,CA

About The Planners Network, Inc.

Our office offers fee-only asset management services, commissioned securities sales, financial planning, insurance, and individual/company-sponsored retirement plans. Our focus and expertise is asset management services (with an emphasis on retirement preparation). Our client base is diverse, but primarily consists of middle to retirement-aged individuals, typically small business owners, professionals, and highly-compensated salespeople and employees.


General Information

Firm Start Year:   1980
No.of Employees:   2-4
Insurance License#:   CA #0628872
Name of Broker/Dealer:   National Planning Corporation
Name of Custodial Firm:   Various (Charles Schwab, American Funds, Franklin Templeton, etc.)
Number of Years with Current Firm:   34


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, HMO, Variable Annuity, Accident, Variable Life, Health, Disability, Long Term Care, Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   International Academy of Collaborative Professionals (IACP)


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Based on Assets, Commissions, Flat Fee, Hourly


Board Positions

Organization:  The Planners Network
Position :  Chairman of the Board
Organization:  The Planners Network
Position :  Board Member

Education

BA - Marketing  Western Michigan University



Faqs

  • Do you have a customer satisfaction or refund policy? This depends on the service being requested. Please contact my office for more information.
  • What are your qualifications? What is your education background? I am a Certified Financial Planning Practitioner, commonly referred to as a CFP. I am also a Certified Divorce Financial Analyst, or CDFA. This is a specialization dealing with the equitable division of assets in divorce situations. I graduated from Western Michigan University with a degree in Business.
  • What is your approach to financial planning? In short, “holistic” financial planning. I can best serve my clients when I am well-informed about the “big picture” of their financial situation. I then perform an accurate analysis, identify potential pitfalls, and craft a financial plan which works synergistically together to help my clients achieve the goals they set for themselves.
  • What services do you offer? A wide variety, from individual security sales to full-scale financial planning. While I specialize in retirement planning, throughout my financial services career I have worked with just about every type of product and contract, and provided a wide range of different services to meet my clients’ needs.
  • How many clients do you currently manage? I currently manage the assets of roughly 100 client “households”, as well as several company retirement plans. In addition, I have many individual security and insurance-only clients and do a substantial amount of consulting work and divorce-related financial planning.
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Paul J. Toohey

Paul J. Toohey

CERTIFIED FINANCIAL PLANNER™ Certificant, CDFA

Paul J. Toohey is a Certified Financial Planner® and Investment Advisor located in Southern California. With clients all over Orange, LA, Riverside and San Bernardino counties, as well as across the country, Paul would love to speak with you about your financial goals and how his firm may be able to help you make them a reality.

Having extensive experience in the Investment and Financial Planning industry, Paul has expertise and insight which he believes you will find extremely valuable. He specializes in retirement planning and investment management, but his skills and knowledge span the breadth of the financial spectrum. As a part of The Planners Network, Inc., he is also able to leverage the collective experience of fifty other seasoned Financial Advisors whom he is associated with.

As a Certified Financial Planning Practitioner™, Paul particularly enjoys the challenge of evaluating his clients' entire financial picture, then crafting a "holistic" Financial Plan to help them achieve their goals. Paul's clients come to rely on him for sound advice, free from sales pressure or ulterior motives.

If you are looking for a financial advisor that you can form a long-term relationship with – someone who you can trust and rely on for competent, timely, and unbiased advice – please call and make an appointment.

My Team

Robert Attanasio
Robert Attanasio Acct Service Manager
With over twenty years of Financial Industry experience, Rob specializes in client service and back-office operations. His diverse background helps Rob to offer a superior level of service and assistance to Paul and his clients.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Aliso Viejo Anaheim
Brea Buena Park
Cerritos Chino
Chino Hills Corona
Corona Del Mar Costa Mesa
Cypress Dana Point
Diamond Bar Foothill Ranch
Fountain Valley Fullerton
Garden Grove Huntington Beach
Irvine La Habra
La Mirada La Palma
Ladera Ranch Laguna Beach
Laguna Hills Laguna Niguel
Lake Elsinore Lake Forest
Los Alamitos Mission Viejo
Newport Beach Newport Coast
Norco Ontario
Orange Perris
Placentia Pomona
Rancho Santa Margarita Riverside
San Dimas San Juan Capistrano
Santa Ana Santa Fe Springs
Seal Beach Silverado
Stanton Sunset Beach
Surfside Trabuco Canyon
Tustin Villa Park
Walnut Westminster
Whittier Yorba Linda

Compensation Arrangements

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