"Paul understands non-profit organizations and the constituency groups that support them so his strategic coaching, input, and tools are very valuable for planning and executing a plan."

-Mark McDougal, Executive Director, Ruth Harbor Ministries


The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Paul Roa

Paul Roa, CLU®, ChFC®

Financial Advisor


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