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Paul Westphal, CIMA®

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 UW-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.


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