Richard Paul, CFP® CRPC®
President • Richard W. Paul & Associates, LLC • (248) 305-9911
As the president of Richard Paul & Associates, Richard Paul is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
Rich is the author of "The Baby Boomers' Retirement Survival Guide: How to Navigate Through the Turbulent Times Ahead". As a leading retirement professional and host of "The Rich Paul Show" on WJR News/Talk 760, Rich has been educating residents throughout Oakland County and the greater Detroit area on progressive personal finance and retirement planning strategies for more than 25 years. Rich works to provide comprehensive financial planning strategies to retired and pre-retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. A firm believer in achieving success through a personalized strategy, he acts as a financial coach and works to optimize clients’ unique financial situations by managing and minimizing financial risks and tax liabilities while positioning accounts for continued growth — regardless of market volatility.
Rich holds his life and health insurance licenses in Michigan and Florida and is a Certified Financial Planner™ (CFP® ), a Certified Estate Planner (CEP® ), a Registered Financial Consultant (RFC® ), a Chartered Retirement Planning Counselor (CRPC® ), and a member of the Society of Certified Senior Advisors (CSA® ). He is an Investment Advisor Representative (IAR), permitting him to advise on a variety of investment strategies, as well as a Certified Tax Coach TM (CTC) and a member of the Financial Planning Association (FPA).
He has been honored in Kiplinger's Personal Finance magazine’s "Who’s Who of Michigan's Certified Financial Planners™," named a Five Star Wealth Manager by Hour Detroit Magazine in 2011, and featured as one of America’s Premier Experts. ® Most recently, Rich has been recognized as a "Financial Trendsetter" in USA Today.
Joseph Laszczak
2 years ago
We have entrusted RWPaul with our financial future and it was one of the best decisions we have made. They have also helped with other aspects of our coming retirement. We have entrusted RWPaul with our financial future and it was one of the best decisions we have made. They have also helped with other aspects of our coming retirement.
Hal Fox
2 years ago
They are straight forward in their mission. That is to keep our retirement plan on track. All our questions are answered promptly and our options explained clearly. We are happy k... Show more They are straight forward in their mission. That is to keep our retirement plan on track. All our questions are answered promptly and our options explained clearly. We are happy knowing our retirement nest egg is being managed so well.
Floyd Grytzelius
2 years ago
Margaret Monticciolo
2 years ago
Steve Paul is smart, responsive and kind. He (and his staff!) have been honest and intuitive. I am grateful for his financial guidance. Steve Paul is smart, responsive and kind. He (and his staff!) have been honest and intuitive. I am grateful for his financial guidance.
Patricia Murphy
2 years ago
Greg_Kathy Wilhelm
2 years ago
My wife and I have been clients for approximately 2 years. We are very happy we chose the team at RW Paul. They took the time to understand our goals and were completely transpare... Show more My wife and I have been clients for approximately 2 years. We are very happy we chose the team at RW Paul. They took the time to understand our goals and were completely transparent as we implemented this customized plan. Anyone interested in putting a comprehensive retirement plan in place should have at least 1 conversation with one of the advisors at RW Paul & Associates.
David Mazza
2 years ago
I’m very happy with all of the staff. They’ve been professional, very responsive and I’m comfortable with their guidance on my retirement investments. I’m very happy with all of the staff. They’ve been professional, very responsive and I’m comfortable with their guidance on my retirement investments.
Denice Yarber
2 years ago
There is no place else I would rather call home for my financial future. The level of Trust I feel at R W Paul is incredible So glad to be a member of this amazing family. There is no place else I would rather call home for my financial future. The level of Trust I feel at R W Paul is incredible So glad to be a member of this amazing family.
Mary Fisher
2 years ago
There is always someone available to talk to about my concerns regarding this volatile market. I am more than pleased with the advice they give and the results from my investments ... Show more There is always someone available to talk to about my concerns regarding this volatile market. I am more than pleased with the advice they give and the results from my investments with them.
Greg Morris
2 years ago
Money management is a complicated matter and I have way to many hobbies and family events to attend to along with vacations and let alone the home upkeep , that’s why I let Richa... Show more Money management is a complicated matter and I have way to many hobbies and family events to attend to along with vacations and let alone the home upkeep , that’s why I let Richard Paul & Associates handle my investment and the tax laws that really make this an extremely complicated matter . They are a wonderful family, they stay in touch with us and have are best interests in mind with all they do for us.We always enjoy our one on one consultation, they take their time and answer all of our questions, I would like to add that we fill well cared for and there is a peace of mind that comes with having Richard W.Paul & Associates handling our investments.