Jéan-Paul Afif works with clients to help ensure they keep the promises they make to God, their families, their communities, & themselves each & every day. He takes a distinct approach to first help identify what is most important in his client’s life & more crucially, why. Jéan-Paul’s ultimate goal is to understand what each client’s “mission” is: what they would like their money to accomplish in their life & the legacy they want to leave behind. By understanding the “why” for his clients Jéan-Paul is able to work with his team to help ensure client portfolios & overall wealth plan are a perfect reflection of client needs, goals, & values.Jean-Paul works as a Fiduciary on behalf of his clients maintaining a Series 66 license in addition to his series 7. He also holds a "Certified Exit Planning Advisor" or CEPA® accreditation from the "Exit Planning Institute" - helping business owners who desire to sell their companies, navigate the process, & ensure a successful exit.Jéan-Paul is very active in the southern California community, formerly sitting on the Board of Directors for the Orange County YMCA, Connections for Children in Los Angeles, Tepeyac Leadership Inc, & Divine Mercy 4 Life. He currently sits on the Board for Obria Medical Clinics, a national Pro-Life women's crisis pregnancy center, the First Friday Friars, the oldest men's Catholic professional networking group in Orange County, & the Santiago Retreat Center, a 501(c)(3) corporation, that exists to serve the Catholic communities of Southern California by providing facilities for retreats, marriage encounters, summer & science camps, along with special events in a safe & secure; stunningly beautiful 500 acre setting. Leading such a diverse & community involved lifestyle, Jéan-Paul is also known for his involvement as one of the executive producers for the recent Pro-Life film Roe v. Wade, which he also had the honor of playing the role of Cardinal O’Connor in.Jéan-Paul is heavily involved with his church – St. John Maron in the city of Orange as part of the stewardship committee & leads the church youth group. Jean-Paul is also an Opus Dei cooperator, & involved as a member of Legatus, the Order of Saint Sharbel, Order of St. Lazarus, Knights of Columbus, Catholics@Work OC, as a baptism catechist, and spiritual formation volunteer. Jéan-Paul lives in North Orange County with his wife, a school teacher and eight children, who they homeschool, all age fifteen and under.