Broker Check
Richard Paul, CFP® CRPC®

Richard Paul, CFP® CRPC®


As the president of Richard Paul & Associates, Richard Paul is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

Rich is the author of "The Baby Boomers' Retirement Survival Guide: How to Navigate Through the Turbulent Times Ahead". As a leading retirement professional and host of "The Rich Paul Show" on WJR News/Talk 760, Rich has been educating residents throughout Oakland County and the greater Detroit area on progressive personal finance and retirement planning strategies for more than 25 years. Rich works to provide comprehensive financial planning strategies to retired and pre-retired individuals, helping them achieve total wealth optimization and reliable income sources in retirement. A firm believer in achieving success through a personalized strategy, he acts as a financial coach and works to optimize clients’ unique financial situations by managing and minimizing financial risks and tax liabilities while positioning accounts for continued growth — regardless of market volatility.

Rich holds his life and health insurance licenses in Michigan and Florida and is a Certified Financial Planner™ (CFP® ), a Certified Estate Planner (CEP® ), a Registered Financial Consultant (RFC® ), a Chartered Retirement Planning Counselor (CRPC® ), and a member of the Society of Certified Senior Advisors (CSA® ). He is an Investment Advisor Representative (IAR), permitting him to advise on a variety of investment strategies, as well as a Certified Tax Coach TM (CTC) and a member of the Financial Planning Association (FPA).

He has been honored in Kiplinger's Personal Finance magazine’s "Who’s Who of Michigan's Certified Financial Planners™," named a Five Star Wealth Manager by Hour Detroit Magazine in 2011 and featured as one of America’s Premier Experts. ®  Most recently, Rich has been recognized as a "Financial Trendsetter" in USA Today.