Paul Hein

Paul Hein is a seasoned financial professional with extensive experience in financial planning and investment management. Currently serving as a Certified Financial Planner at SagePoint Financial since July 2014, Paul specializes in creating personalized financial strategies tailored to individual client needs. Prior to this role, Paul worked at Raymond James Financial Services, Inc. from September 1997 to July 2014, where expertise included retirement planning and long-term-care solutions. Paul's career began as a Financial Advisor at Edward Jones from September 1993 to September 1997, focusing on investment management, and includes significant tenure in industrial management at General Motors from October 1977 to July 1993, as well as experience in grocery retail at The Great Atlantic & Pacific Tea Company from June 1974 to September 1977. Paul holds an MBA in Finance from Michigan State University and a BBA in Business Administration from Western Michigan University.