Paul Zeis, CRPC® is a Financial Advisor with Waddell & Reed, Inc. He received a Bachelor's Degree in Insurance & Risk Management from The Ohio State University in Columbus, Ohio. He has been licensed to sell securities as well as Life and Health Insurance since 2009. He also advises clients on education planning. Paul has earned the Chartered Retirement Planning Counselor, or CRPC®, designation.
As a CRPC® designee, he works to help you understand complex pre- and post-retirement issues. From helping you identify sources of retirement income to guiding you through investments, he can identify and analyze what can be done today in pursuit of a your goals for tomorrow. Paul can offer insight on issues such as planning for health care, asset management, beneficiary designations, estate planning, assessing life insurance needs and more. As a CRPC® designee he can also help you determine when to retire or assist you in expanding on the plans that you've already made.
Paul lives in Hilliard, OH with his wife, Sharon, and their two children. In his freetime, he enjoys gardening and spending time with family.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18