S. Paul Webb

S. Paul Webb Email and Phone Number

Partner, Retirement Planning Specialist at Cascade Wealth Strategies @ Cascade Wealth Strategies
bellevue, washington, united states
S. Paul Webb's Location
Bellevue, Washington, United States, United States
S. Paul Webb's Contact Details

S. Paul Webb personal email

n/a
About S. Paul Webb

I work with high-earning families with a focus on Microsoft Directors through executives and partner level engineers. We direct our planning around maximizing employer programs and reducing our clients' tax burden. Having a full understanding of the Microsoft compensation and wealth accumulation tools adds immediate value to our Microsoft clients, as we help you navigate how to participate and maximize these benefits.Expect to partner with me to take a holistic look at how your current accounts are positioned, discuss future flows into financial instruments, and determine if there are areas you are not taking advantage of.The three main areas I will help add value include:1. Managing Assets- is your portfolio built to maximize returns, limit volatility, and be optimized for tax efficient growth?2. Risk management- where are you exposed, and what programs make sense to consider limiting your exposure?3. Financial planning- you are doing a lot of good things, but do you know where that will get you? We can show you how you are tracking towards goals and what needs to be done to achieve these goals.Specialties: Microsoft, Retirement Planning, High Income families, Tax-Efficient Investments, Amazon, 401K/ IRA, Variable Life insurance, LTC, Investment strategies, Asset Management, Diversifying retirement assets

S. Paul Webb's Current Company Details
Cascade Wealth Strategies

Cascade Wealth Strategies

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Partner, Retirement Planning Specialist at Cascade Wealth Strategies
bellevue, washington, united states
Website:
cascadews.com
Employees:
6
S. Paul Webb Work Experience Details
  • Cascade Wealth Strategies
    Partner, Retirement Planning Specialist
    Cascade Wealth Strategies 2011 - Present
    Bellevue, Wa
    Cascade Wealth Strategies mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients, and simplify our clients lives allowing you to focus on other aspects of your life that you want to devote your time to. We look forward to helping you Build, Manage and Protect your wealth.Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://www.bit.ly/2f98X9d.comCA Insurance Lic #: 4042810Cascade Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
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  • Equitable Advisors
    Financial Consultant/ Registered Representative
    Equitable Advisors Jun 2020 - Present
    Bellevue, Wa
    Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://www.bit.ly/2f98X9d.com
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  • Axa Advisors, Llc
    Financial Consultant/ Registered Representtive
    Axa Advisors, Llc 2009 - Jun 2020
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  • Wells Fargo Financial
    Assistant Manager
    Wells Fargo Financial 2006 - 2009
    Bellevue, Wa
  • Nordstrom
    Certified Retail Sales/Customer Service Representative
    Nordstrom Jun 2005 - Jun 2006
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  • Enterprise Rent-A-Car
    Customer Service Representative
    Enterprise Rent-A-Car Jun 2004 - Apr 2005
    View

S. Paul Webb Skills

Tax Efficient Investing Strategies Tax Deferred Investment Planning Microsoft Benefits And Planning Areas Financial Planning Wealth Management Investment Services Insurance Strategies Insurance Planning Retirement Planning College Education Planning Estate Conservation Strategies Ira Distribution Planning 401 Distribution Planning Wealth Preservation Strategies Client Education Investment Planning Risk Management Long Term Care Planning Strategies

S. Paul Webb Education Details

Frequently Asked Questions about S. Paul Webb

What company does S. Paul Webb work for?

S. Paul Webb works for Cascade Wealth Strategies

What is S. Paul Webb's role at the current company?

S. Paul Webb's current role is Partner, Retirement Planning Specialist at Cascade Wealth Strategies.

What is S. Paul Webb's email address?

S. Paul Webb's email address is pa****@****rom.com

What schools did S. Paul Webb attend?

S. Paul Webb attended University Of Pennsylvania - The Wharton School, University Of Washington, Issaquah High School.

What are some of S. Paul Webb's interests?

S. Paul Webb has interest in New Technology, Cooking, Exercise, Home Improvements, Seahawks, Wine Tasting, Golf, Food.

What skills is S. Paul Webb known for?

S. Paul Webb has skills like Tax Efficient Investing Strategies, Tax Deferred Investment Planning, Microsoft Benefits And Planning Areas, Financial Planning, Wealth Management, Investment Services, Insurance Strategies, Insurance Planning, Retirement Planning, College Education Planning, Estate Conservation Strategies, Ira Distribution Planning.

Who are S. Paul Webb's colleagues?

S. Paul Webb's colleagues are Elizabeth Baldwin, Daniel Jang, Dawn Travers.

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