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 |
Compensation Methods: | Based on Assets, Commissions, Flat Fee, Hourly |
Organization: | The Planners Network |
Position : | Chairman of the Board |
Organization: | The Planners Network |
Position : | Board Member |
BA - Marketing |
Western Michigan University
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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.
Robert Attanasio
Acct Service Manager
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
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 |
Check | Visa |
MasterCard |