Paul Schreier CFP^®, RICP^®, CLU^®, ChFC^®

Paul Schreier brings a distinct blend of technical expertise and financial acumen to his role as a financial advisor. After a 17-year career in the high technology field, primarily in the semiconductor industry, Paul felt a calling to transition into financial planning. His time in tech was both exciting and rewarding, offering him the opportunity to work with some of the world's most prominent brand name companies and to live and work in various international and domestic locations. However, he yearned for a more meaningful and lasting impact on people's lives, which led him to pursue a career in financial planning.

Since starting his practice in 2018, Paul has dedicated himself to honing his craft and providing insightful, empathetic advice to clients. He is passionate about helping individuals and families pursue their financial goals through a holistic approach that includes managing concentrated asset positions, diversifying in a tax-aware manner, and developing long-term asset allocation strategies. Paul also specializes in retirement planning, intergenerational wealth planning, and estate planning, integrating industry best practices with personal preferences to create customized financial plans.

Paul's expertise extends to risk management, including life, disability, and long-term care insurance, ensuring that his clients are well-protected. He is committed to staying at the forefront of financial planning, as evidenced by his recent achievements, including earning his CFP designation in 2021.

Education

• Bachelor of Science in Computer Engineering, University of Nebraska at Lincoln
• Bachelor of Science in Business Administration (Finance), University of Nebraska at Lincoln
• Masters in Business Administration, Boston College

Personal Background

Paul grew up in Omaha, Nebraska, where he developed a strong work ethic and a deep appreciation for the values of community and family. He now lives in the Dripping Springs area of Hays County, Texas, with his beautiful and supportive wife, Danielle, and their three children: Ashlyn, Landon, and Devin. Their dog, Amber, a Border Collie/Golden Retriever mix, keeps the family active and engaged.

Philosophy

Paul believes that the first meeting with a client is primarily about relationship building. It's crucial for clients to understand who he is, his philosophy, and whether he can be a valuable resource for them. Similarly, Paul needs to ensure that any prospective client shares his values and is seeking a long-term, like-minded relationship rather than a transactional one. During this initial meeting, he may delve into personal or financial details, but only if the client is comfortable. This meeting is the foundation for a comprehensive financial planning process that can unfold over weeks, months, or even years.

Favorite Activities

Outside of work, Paul enjoys spending time with his family, engaging in activities that his kids are passionate about, such as biking, basketball, baseball, and soccer. He and his family are avid travelers, often visiting U.S. National and State Parks, international destinations, and embarking on exciting road trips. These experiences not only enrich their lives but also provide Paul with a broader perspective that he brings to his financial planning practice.

Paul is committed to helping his clients navigate the complexities of financial planning and work toward their long-term goals with confidence and clarity.  If you are looking for a financial advisor who truly cares about your well-being and is dedicated to your financial journey, Paul Schreier is here to help.

Feel free to reach out to Paul for a consultation and discover how he can support you in building a confident and meaningful financial future.