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.

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Paul Kromhout, CFP

Senior Vice President–Wealth Management

Financial Advisor

For the past twenty eight 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 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 and three daughters.

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

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER™
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 576-3721

Email Me

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