Gage Paul CFP®, RICP®, EA



Gage Paul CFP®, RICP®, EA 

Email: gpaul@westernreservecm.com

Gage Paul is a Certified Financial Planner®. Gage entered the industry to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management.

Before joining Western Reserve Capital Management, Gage spent time at a major Life Insurance company and two wealth management firms. He immediately fell in love with financial planning after entering the industry, but it wasn’t until he joined the first wealth management firm where his passion for helping clients nearing and in retirement was discovered when he learned more about all of the complexities and the value of smart planning can provide in this area. Gage decided to get more specialized knowledge in retirement planning by attaining the Retirement Income Certified Professional credential through the American College. This designation provided Gage with comprehensive knowledge on how to best serve retiree clients and help them to optimize their retirement planning. 

In his free time, Gage enjoys being outdoors, reading, cooking, and spending time with his family, two dogs, Truman and Malibu. Gage is also a fitness and nutrition enthusiast and regularly attends silent meditation retreats.

Gage is a proud member of the Financial Planning Association.

Areas of Concentration

  • Retirement Income Planning
  • Investment Planning

Accreditations

Education

  • B.A. in Financial Planning, The University of Akron

If this sounds like a team with whom you would enjoy working,
read Who We Serve to see if you are potentially a good fit for our firm.