Financial Planning

The future cannot be predicted with certainty, so it is important to diversify and be prepared for all possible outcomes.

Paul Drescher can evaluate your savings, spending, and investment program and help you plan for a more secure future.

Paul is a member of the Financial Planning Association and was among the first 4,000 to earn the Certified Financial Planner® designation.  

For a no cost, no obligation, introductory meeting or "second opinon" review, call the office of Paul Drescher, (831) 462-3200.

 

 Financial Planning
   
 

Securities and advisory services offered through Foothill Securities, Inc.- Member FINRA, SIPC - 150 East Dana, Mountain View, CA 94041 -(650) 625-9701 - Foothill Securities, Inc. - Privacy Statement - Business Continuity Plan - PBD ADV Part II - PBD ADV Schedule F - Foothill Securities ADV Part II - Foothill Securities ADV Schedule F. Paul Drescher is licensed to solicit and sell life insurance and annuities in the following states only: CA, NM. We are not able to discuss or sell life insurance or annuities to individuals or entities outside of these states. Paul Drescher is registered and licensed to sell securities in the following states only: CA, CO, NC, NM, FL.  Other state registrations may be added in the future. www.finra.org, www.sipc.org