About Me

Paul Macias is an associate of Cole Wealth Management, LLC. Paul works with individuals, families, and business owners extensively in all areas of comprehensive financial planning, including retirement planning, investment management, tax strategies, estate planning, and education planning.

Paul became a financial advisor in 2002 and quickly found passion in helping others achieve their financial goals.  Prior to joining Cole Wealth Management, LLC, Paul spent 16 years providing financial advice to his clients at Ameriprise and Merrill Lynch. Paul is committed to understanding his clients' needs and putting their interests first.  As a CERTIFIED FINANCIAL PLANNER professional, his goal is to become a trusted resource to each of his clients so that they may rely on him for financial advice in their pursuit of personal, financial and professional success.

Paul is a native of Arizona and lives with his beautiful family in Gilbert, AZ.  Paul was a former college football player and now enjoys coaching his son's football team.  Paul is extremely active and enjoys hiking, playing racquetball, weight training, and running.  He is also a member of the Arizona State Alumni Association and enjoys cheering on the ASU football team.

Education

Paul is a graduate of Arizona State University.  He received his Certified Financial Planner designation in 2008 and has passed the Series 7, 65 and 66 license exams and holds various state insurance licenses.