Paul Pomeroy, MBA, CFP®, AIF® has over 25 years of corporate and personal financial services experience. He is a CERTIFIED FINANCIAL PLANNER TM Practitioner, Accredited Investment Fiduciary, and is a Registered Principal with LPL Financial.
Paul has been named to Texas Monthly's list of Five Star Wealth Managers for 2012, 2013, 2014, 2015, 2016 and 2017.*
Prior to associating with LPL Financial, where he has achieved annual recognition for client service and production, he held positions in corporate finance and planning with Union Pacific Railroad Co., Frito Lay, Inc. and Kraft Foods, Inc. Paul has the Series 6, 7, 24 63 and 65 registrations held with LPL Financial and Group I Life/Health Insurance Licenses. Paul holds securities registrations through LPL Financial in AR, AZ, CA, CO, FL, GA, IL, IN, KS, MA, MI, MO, MS, NC, NE, NJ, NY, OH, OK, SC, TX, UT, VA and WA.
Paul is the past Vice Chairman and Program Services Committee Chairman for the Denton County Transportation Authority (DCTA), a public rail and bus mass transit agency in the Dallas area. He has taught in the SMU CFP® program, and at the Salvation Army Adult Rehabilitation Center in Dallas. He has served on the Boards of The WEB Employee Benefits and Michigan State University Alumni Associations. He is a member of the Financial Planning Association. Paul has a MBA in Finance and Transportation/Logistics from Michigan State University, and a BA in Business Administration and English from Albion College.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, and 2017 Five Star Wealth Managers. For more information go to www.fivestarprofessional.com.