Retirement planning. It's about time.

Retirement isn’t just about the year you stop working, it's about you, your lifetime of hard work, your family and the lifestyle you want to preserve. Most important, it’s about feeling confident about the future – for many years to come. We believe retirement confidence begins with a plan.

Couple surfboards

Paul Kromhout, CFP

Senior Vice President–Wealth Management

Financial Advisor

For the past thirty nine years I have worked with clients to develop and implement custom-tailored investment plans. Our approach begins with a discussion of risk tolerance, experience, goals and needs. We evaluate assets, liabilities and cash flows. We focus on creating income streams, capital growth and asset protection.

Born in San Francisco, I graduated from UC Santa Barbara with a Bachelor of Arts in Business Economics. I earned my CFP certificate in 2007. I reside in Marin county with my wife.  Outside pursuits include skiing, fly fishing, travel, tennis, sports car restoration, detective fiction & cooking.

California Insurance License #0A52330

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • HI
  • IL
  • MA
  • MI
  • MN
  • NC
  • NJ
  • NV
  • SC
  • UT
  • VA
  • WA
  • WI

Education

  • Bachelor of Arts in Business Economics, University of California Santa Barbara

Credentials

  • CERTIFIED FINANCIAL PLANNER
555 California Street
32nd / 33rd / 34th Floor
San Francisco, CA 94104

Email Me

Three generations in apple orchard

Turn possibilities into a plan

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A leading global wealth manager

Two brothers. One inheritance.

How will their story unfold?

Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$7 trn

UBS Group invested assets
As of 12/31/2025

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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