Debbie Paul, CLU^®, ChFC^®

CA License No. 584714

Phone: (949) 223-8100
Fax: (949) 223-8101
E-mail: debbie.paul@tfgroup.com

Debbie began her financial services career in 1980. She is dedicated to providing comprehensive, highly personalized estate and business strategies for families, individuals and businesses. Her philosophy is based on cultivating healthy client relationships and educating clients and their successors on the benefits of planning to meet their unique needs, leaving control with them as they prepare for the future of their loved ones and employees.

Debbie concentrates her practice in the areas of business succession, wealth transfer and preservation. This includes general estate planning techniques such as estate tax minimization strategies, developing wealth transfer strategies and charitable estate strategies for corporations, partnerships and limited liability companies.

Debbie is a current board member and past president of the Premier Resource Group, a national association of top level financial advisors. In 1990 she was president of the Orange County Association of Insurance and Financial Advisors. Debbie is also a member of the Million Dollar Round Table (MDRT), an international network of leading financial services professionals who serve their clients with exemplary performance and the highest standards of ethics, knowledge, service, and productivity. Debbie was honored by Securian Financial Services in 2009 with the Samuel R. Weems Award for her high standards of professionalism and continued contributions to MDRT.

Debbie is a Registered Representative and an Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC. She is both a Charted Life Underwriter (CLU^®) and a Chartered Financial Consultant (ChFC^®). Debbie also holds licenses for life and health insurance and maintains multiple securities registrations (Series 6, 7, 63, 65).

In her free time Debbie enjoys family, friends, golf (1 hole-in-one!), traveling and gourmet cooking. She also enjoys donating time to charity and is involved in Tax & Financial Group’s annual “We Care for Kids” golf tournament which raises close to $100,000 each year for the Make-a-Wish Foundation of Orange County and the Inland Empire. She currently resides in San Clemente, California.