Neil Paur, CFP®, CWS®
Sr. Private Wealth Advisor, Sr. Partner
Orange County, CA
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Services Offered
Neil Paur is a senior private wealth advisor for the Private Wealth division and senior partner of Ronald Blue Trust and serves his clients out of the office in Orange County, California.
As a wealth advisor to individuals, families, and businesses, Neil uses his experience and objective perspective to help clients make sound financial decisions to gain clarity and confidence and leave a lasting legacy. His goal is to help them be strategic, generous and wise, and align their resources with the things that matter most to them. Neil and his team integrate financial planning, investment management, and charitable giving into financial plans tailored to his clients’ needs.
Prior to his affiliation with Ronald Blue Trust, Neil worked as a financial planner with Financial Focus, providing fee-based financial planning, investments and insurance.
Neil earned his BS in mechanical engineering from San Diego State University.
Active in his community, he is involved with Generous Giving, The Barnabas Group, and various advisory and church boards. He has also been a speaker on biblical principles of finance and stewardship at conferences, seminars, and other events.
Neil and his wife, Shameeron, live in Orange County and have four adult children. In his spare time, Neil enjoys playing soccer, racquetball, and other outdoor activities.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.