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Paul Vann

Wealth Planning Advisor at Lincoln Financial Advisors
Intro Book
Seasoned financial planner with 22 years of experience in wealth management and estate planning.
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Location
Irvine, California, United States, US
Skills
  • Financial Planners
  • Insurance
  • Retirement Planning
  • Estate Planning
  • Wealth Management Services
  • Show all
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Bio

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Paul Vann is a seasoned wealth planning expert with 22 years of experience as a Wealth Planning Advisor at Lincoln Financial Advisors. He holds a Master of Business Administration (M.B.A.) from the University of California, Los Angeles, and a Bachelor's Degree from New York University's Leonard N. Stern School of Business. Paul is a Chartered Financial Consultant (ChFC) and holds Series 66 and Series 1 licenses, further solidifying his expertise in financial planning, insurance, and investments.

Credentials

  • ChFC® | Chartered Financial Consultant®
    The American College of Financial Services
  • Series 66, Series 1
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Lincoln Financial Advisors
    • 18400 Von Karman Avenue Suite 400, Irvine, CA 92612
    • Wealth Planning Advisor
      • Nov 2001 - Present
      • 18400 Von Karman Avenue Suite 400, Irvine, CA 92612

      We provide services in the areas of:- Financial Independence, assisting clients to develop a track to successfully retire at the lifestyle they desire;- Business Succession; assist in developing a business exit strategy to secure the transfer of the business to either chosen successors or a sale;- Estate planning to minimize the amount of assets going to the IRS. The best way to contact me is:Phone office 949-474-6828Email [email protected] Vann is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services through Lincoln Financial Advisors, a broker/dealer (member SIPC) and a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. CA Insurance License #0450392. Paul Vann is securities licensed in CA, HI, NY, NJ and WA. CRN-4652576-033122.

  • US Navy
    • North Island, San Diego. Pacific from San Diego to Vietnam.
    • Seaman US Navy
      • Sep 1963 - Sep 1969
      • North Island, San Diego. Pacific from San Diego to Vietnam.

  • IBM
    • Greater New York City Area
    • Shift Manager
      • Sep 1966 - Aug 1969
      • Greater New York City Area

  • Multiple Sclerosis Association of America (MSAA)
    • Greater New York City Area
    • Assistant To The Executive Director
      • Jun 1959 - Jun 1961
      • Greater New York City Area

Education

  • 1969 - 1970
    University of California, Los Angeles
    Master of Business Administration (M.B.A.), Business Administration and Management, General
  • 1966 - 1969
    New York University - Leonard N. Stern School of Business
    Bachelor’s Degree, Business, Management, Marketing, and Related Support Services

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Industry Focus. “Financial Services”

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