Planning for your future is an ongoing process. It takes consistent review and updating.

Together we come up with lifelong personal and financial plans that focus on achieving and protecting your most important aspirations at every stage of life. We incorporate not only your financial goals, but also personal goals for yourself, your business and your family.

Together means working hand in hand with specialists and advisors that are part of your planning team. This can include your attorney, your CPA and sometimes your banker who are working and planning toward your benefit.

These plans are reviewed and appropriate adjustments made as life changes through the years.

Associations and Memberships

  • Peninsula Estate Planning Council, Past President

Years of Experience

Representing Northwestern Mutual since 1976.


Degree Major Institution
Bachelor of Arts Religion
Paul Roa

Paul Roa, CLU®, ChFC®

Financial Advisor


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.