Paul Avenius, CLU®, ChFC, MBA
Paul Avenius is a Registered Representative with Planning Alliance. He provides clients with wealth accumulation and insurance planning approaches designed to maximize growth and minimize risk.
Paul brings over 42 years of industry experience to client service. In addition to Planning Alliance, he is affiliated with Park Avenue Securities as an investment advisor. He is a Lifetime Member of the Million Dollar Round Table (MDRT) with 28 years of embership. Paul holds FINRA Series 6, 63, and 65 licenses.
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Planning Alliance is not an affiliate or subsidiary of PAS. This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - 0D48810. Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee