Doctor of Philosophy

Certified Financial Planner™


Paul is passionate about financial planning and brings that passion to his role as Senior Financial Advisor at Pure. He thrives on helping clients understand the possibilities and creating a path to realize them. Taking an integrative approach to planning, Paul focuses on the big picture but is comfortable getting “into the weeds” whenever needed. His interest in personal finance evolved after completing his academic training in the field of plant biology, with a BS, MS, and PhD from UC Davis. That intensive education process, along with earning the CFP® certification, taught him how to think independently, which he values in guiding clients through complex investment and planning decisions. Fully recognizing that financial planning is much more than a number-crunching exercise, Paul has a keen interest in understanding clients’ values, aspirations, and concerns.

Paul’s career in personal finance spans over 25 years. After ten years working for other firms, in 2006, he founded Symphony Financial Planning in Davis, CA, to create a holistic planning and investment management offering. He was fortunate to build a skilled team around him to grow Symphony to the point where merging with a planning-focused firm like Pure Financial Advisors in 2024 was a logical next step to take care of his clients and team.

Outside of work, Paul enjoys all things in the Great Outdoors, especially when it involves a pair of hiking boots and mountains. When he can’t get above sea level, gardening, creating meals for family and friends, and listening to a wide variety of music keep him going, along with enjoying time with his family.