pa****@av****.com & 1847295****

Paul Carroll Cfp

Paul Carroll is a wealth manager at Avion Wealth. He focuses on providing wealth management solutions to... | Greater Houston, Greater Houston, United States

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Paul Carroll Cfp’s Emails pa****@av****.com

Paul Carroll Cfp’s Phone Numbers 1847295****

Social Media

Paul Carroll Cfp’s Location Greater Houston, Greater Houston, United States

Paul Carroll Cfp’s Expertise Paul Carroll is a wealth manager at Avion Wealth. He focuses on providing wealth management solutions to professionals with a growth mindset in both the Austin and Houston, Texas area. Working with his team of experts, he helps affluent clients address their five biggest concerns: Preserving their wealth; mitigating taxes; taking care of their heirs; ensuring their assets aren't unjustly taken; and charitable giving. Paul founded Efficient Wealth Management in 2005, recently rebranded to Avion Wealth, and now serves a select group of families who have entrusted assets approaching 500 million. He uses a consultative process to gain a detailed understanding of his client's deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments. Successful individuals and families work with Paul to: - Develop and implement a comprehensive wealth management plan to help them reach their financial dreams. - Make smarter decisions in today's uncertain political, economic and social environment. - Obtain an independent second opinion from a top financial advisor in their community. Previously, Mr. Carroll was a financial advisor with Smith Barney. He also is a licensed pilot and has served as a Captain at United (Continental) Airlines. Mr. Carroll is a Certified Financial Planner with a Master's degree in Finance from Texas A&M University. Mr. Carroll is active in the local chapter of the Financial Planning Association. He has authored a number of articles, white papers and video presentations addressing various advanced planning issues. In 2015, he published two books: "The United Pilot's Flight Plan for Wealth" and "Platform for Wealth." He later published "Your Expert Team" and "A-Player With Intent." Specialties: Wealth Management: Investment consulting, advanced planning and expert relationship management.

Paul Carroll Cfp’s Current Industry Entrepreneur Organization

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Work Experience

Entrepreneur Organization

Finance Chair

Wed Nov 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Nov 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Citation Jet Pilots

Attendee

Sun Oct 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Oct 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Avion Wealth

Principal

Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

Efficient Wealth Management

CEO and Senior Wealth Manager

Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Present

United Airlines

Pilot

Wed Jan 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)

Continental Airlines

Captain

Wed Jan 01 1997 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)

Accenture

Consultant

Sat Aug 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Aug 01 1988 00:00:00 GMT+0000 (Coordinated Universal Time)

United States Air Force

...

Tue Sep 01 1981 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 1986 00:00:00 GMT+0000 (Coordinated Universal Time)

Skills

Languages

Paul Carroll Cfp Email Addresses

[email protected] Email

Paul Carroll Cfp Phone Number

1847295**** Phone number

FAQ About Paul Carroll Cfp

Paul Carroll Cfp is located at
Greater Houston, Greater Houston, United States

Paul Carroll Cfp is a
Paul Carroll is a wealth manager at Avion Wealth. He focuses on providing wealth management solutions to professionals with a growth mindset in both the Austin and Houston, Texas area. Working with his team of experts, he helps affluent clients address their five biggest concerns: Preserving their wealth; mitigating taxes; taking care of their heirs; ensuring their assets aren't unjustly taken; and charitable giving. Paul founded Efficient Wealth Management in 2005, recently rebranded to Avion Wealth, and now serves a select group of families who have entrusted assets approaching 500 million. He uses a consultative process to gain a detailed understanding of his client's deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments. Successful individuals and families work with Paul to: - Develop and implement a comprehensive wealth management plan to help them reach their financial dreams. - Make smarter decisions in today's uncertain political, economic and social environment. - Obtain an independent second opinion from a top financial advisor in their community. Previously, Mr. Carroll was a financial advisor with Smith Barney. He also is a licensed pilot and has served as a Captain at United (Continental) Airlines. Mr. Carroll is a Certified Financial Planner with a Master's degree in Finance from Texas A&M University. Mr. Carroll is active in the local chapter of the Financial Planning Association. He has authored a number of articles, white papers and video presentations addressing various advanced planning issues. In 2015, he published two books: "The United Pilot's Flight Plan for Wealth" and "Platform for Wealth." He later published "Your Expert Team" and "A-Player With Intent." Specialties: Wealth Management: Investment consulting, advanced planning and expert relationship management. Entrepreneur Organization

Paul Carroll Cfp currently works in the
Entrepreneur Organization

Paul Carroll Cfp specializes in
Paul Carroll is a wealth manager at Avion Wealth. He focuses on providing wealth management solutions to professionals with a growth mindset in both the Austin and Houston, Texas area. Working with his team of experts, he helps affluent clients address their five biggest concerns: Preserving their wealth; mitigating taxes; taking care of their heirs; ensuring their assets aren't unjustly taken; and charitable giving. Paul founded Efficient Wealth Management in 2005, recently rebranded to Avion Wealth, and now serves a select group of families who have entrusted assets approaching 500 million. He uses a consultative process to gain a detailed understanding of his client's deepest values and goals. He then employs customized recommendations designed to address each client's unique needs and goals beyond simply investments. Successful individuals and families work with Paul to: - Develop and implement a comprehensive wealth management plan to help them reach their financial dreams. - Make smarter decisions in today's uncertain political, economic and social environment. - Obtain an independent second opinion from a top financial advisor in their community. Previously, Mr. Carroll was a financial advisor with Smith Barney. He also is a licensed pilot and has served as a Captain at United (Continental) Airlines. Mr. Carroll is a Certified Financial Planner with a Master's degree in Finance from Texas A&M University. Mr. Carroll is active in the local chapter of the Financial Planning Association. He has authored a number of articles, white papers and video presentations addressing various advanced planning issues. In 2015, he published two books: "The United Pilot's Flight Plan for Wealth" and "Platform for Wealth." He later published "Your Expert Team" and "A-Player With Intent." Specialties: Wealth Management: Investment consulting, advanced planning and expert relationship management.

Paul Carroll Cfp speaks the following languages:
No languages available.

Paul Carroll Cfp has prior experience in the following industries:
Entrepreneur Organization , Citation Jet Pilots , United Airlines , Continental Airlines , Accenture , United States Air Force

Paul Carroll Cfp has the following professional experience:
Entrepreneur Organization , Citation Jet Pilots , Avion Wealth , Efficient Wealth Management , United Airlines , Continental Airlines , Accenture , United States Air Force .