Paul W. Rold II CFP®, ChFC®, CLU®, MBA
Paul W. Rold II, CFP®, CLU, ChFC, MBA works with the CĒDRUS team and clients as the Advanced Markets Manager, Advanced Estate Planner and Executive Benefits Specialist. Paul has been supporting financial professionals since March 1994 as an Assistant Branch Manager, Securities Products Coordinator and Advanced Markets Manager. In this capacity he provides coaching and case design to our financial professionals and clients. He also continues his own practice and production through individual and joint work relationships. Paul has an MBA from the University of Colorado, Denver and a BS/BA from the University of Colorado, Boulder. Paul is involved in his church and other community organizations. Paul is married to Kari and have 3 grown children with 7 grandchildren.
California Insurance License #: 0B57288
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.