Gage C. Paul      CFP®, RICP, EA

Gage C. Paul CFP®, RICP, EA

Financial Planner

Gage Paul is a Certified Financial Planner®. Gage entered the industry to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired an in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. Before joining Western Reserve Capital Management, Gage spent time at a major Life Insurance company and two wealth management firms. He immediately fell in love with financial planning after entering the industry, but it wasn’t until he joined the first wealth management firm where his passion for helping clients nearing and in retirement was discovered when he learned more about all of the complexities and the value smart planning can provide in this area. Gage decided to get more specialized knowledge in retirement planning by attaining the Retirement Income Certified Professional credential through the American College. This designation provided Gage with comprehensive knowledge on how to best serve retiree clients and help them to optimize their retirement planning. 

In his free time, Gage enjoys being outdoors, reading, cooking and spending time with his family, three dogs, Truman, Malibu and Lucy. Gage is also a fitness and nutrition enthusiast and regularly attends silent meditation retreats.

*Gage Paul is not affiliated nor registered with FSC Securities Corporation.

Areas of Concentration

  • Retirement Income Planning
  • Investment Planning

Accreditations

  • CERTIFIED FINANCIAL PLANNER™ CERTIFICANT
  • RETIREMENT INCOME CERTIFIED PROFESSIONAL 
  • ENROLLED AGENT

Education

  • B.A. in Financial Planning, The University of Akron

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.