Paul Lieu CFS®

Paul Lieu CFS®

WEALTH ADVISOR

Mr. Paul Lieu joined Calton and Associates, Inc. in 2014 after nearly twenty years in the Financial Services industry.  His efforts are focused on the areas of personal financial planning, estate planning, wealth transfer, and high net worth business owners, focused on Orange County.

In 1990, Paul began his career at Great Western Bank.  Having had a quick rise in the ranks, he joined Cal Fed Bank where he obtained his securities and insurance licenses and worked as a Financial Consultant for 3 years.  For further advancement, he then accepted a position as a Financial Consultant at several wealth management institutions including Sanwa Bank California Wealth Management, California Bank & Trust Investment Services, Wells Fargo Investments, Citi Personal Wealth Management and Chase Wealth Management, where he managed a team of specialist to cover the comprehensive financial needs of his clients, their businesses, and their heirs.  During this time, Paul received the numerous awards of excellence from almost all of these firms.

Paul understands the unique needs of his clients and provides a custom-tailored financial plan that helps solve issues related to their personal or business situation.  His office has a commitment to professionalism while seeking to preserve, protect and transfer wealth according to the goals and objectives of each individual client his office has the privilege of serving.

Phone 714-462-8506