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  Paul Westphal CIMA®  
Private Wealth Management

With more than 20 years of experience in financial services, Paul provides comprehensive wealth management strategies designed to assist clients in the pursuit of their needs and goals. After graduating with a B.B.A in Finance and Real Estate from the University of Wisconsin-Milwaukee, Paul earned his series 7, 8 and 65 securities licenses. He also holds the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business.

Financial Strategies for Successful Retirement