Broker Check
Paul Vann

Paul Vann

Financial Planner

Paul Vann specializes in developing and implementing protection strategies, wealth accumulation strategies and conservation strategies for business owners, professionals and families.

As a Private Wealth Services Planner, Paul coordinates with a national group of planners to assist in the development of comprehensive arrangements to assure the orderly transition and protection of client assets for generations to come.

Paul affiliated with Sagemark Consulting in 2001. Prior to affiliating with Sagemark Consulting Paul was a planner with Connecticut Mutual from 1972 through 2001.

Paul is a past president of the Wilshire Estate Planning Council, the West Los Angeles National Association of Financial Advisors and the Orange County Society of Financial Service Professionals. Paul also serves on the boards of a variety of Orange County area non-profit organizations.

Born in New York City, Paul has lived in the Southern California area since 1963. He holds degrees from New York University and UCLA. Paul is a veteran of the US Navy.