Gage Paul, CFP®, RICP®, EA
Gage joined the firm in 2017 and is a Financial Advisor. As an Advisor, Gage assists clients and collaborates with advisors and analysts to prepare financial plans and conduct investment reviews. He is also a member of the firm’s investment committee. Gage holds the Certified Financial Planner ® designation(CFP®), Retirement Income Certified Professional ® designation (RICP®), Enrolled Agent (EA) credential and Series 65 license.
Gage earned a Bachelor of Business Administration in Financial Planning from the University of Akron. During his education he served as the Vice President of the Financial Planning Association Student Chapter at the University of Akron and worked with a financial advisory firm. His past experiences range from collaborating with advisors in preparation for client reviews to investment analysis and research.
Gage currently resides in New Philadelphia and enjoys spending time with his family, meditation, cooking, and living an active lifestyle.