Paul joined SeaBridge Investment Advisors in 2025 as President of SeaBridge Private Wealth (DBA). He brings over three decades of leadership and expertise in financial planning. In this role, Paul oversees the private wealth division, providing comprehensive financial and estate planning, investment management, tax strategies, and business valuations tailored to high-net-worth clients.

Before joining SeaBridge, Paul was Director of Financial Planning at ProVise Management Group in Clearwater, Florida, where he led a team of advisors delivering personalized financial solutions to affluent families and individuals.

Paul has a strong record of community involvement, serving on the boards of the Clearwater Marine Aquarium and the Belleair Country Club. In 2007, he was appointed by Florida’s Chief Financial Officer to serve on the state’s inaugural Financial Literacy Council. He also held key leadership roles within the Financial Planning Association (FPA), including President in 2012 and Chairman of the Board in 2013.

He has been featured on CNBC and Bloomberg and quoted in publications such as The Wall Street Journal, Investment News, Barron’s, and ThinkAdvisor.

Paul attended the University of Kentucky and Columbia University and holds the Certified Financial Planner™ designation (CFP®).