Broker Check
Paul Smith

Paul Smith

Insurance Specialist, CA Insurance License #0E67251

As Kinecta Credit Union Wealth Management’s Insurance Specialist, Paul brings over 30 years of a wide array of experience assisting financial advisors and their clients with their wealth accumulation, wealth protection and wealth transfer needs utilizing experienced financial planning acumen.  He has spent the majority of his career working servicing clients in the bank and credit union environment.

Paul is originally from Illinois, where he completed his undergraduate degree in Business and Economics. He has lived in Southern California for over 25 years. Paul spends much of his free time biking, playing tennis and skiing with his girlfriend and his son.

Check the background of this investment professional on FINRA’s BrokerCheck.®