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 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

Is housing turning in a new direction?

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights