Gage Paul CFP^®, RICP^®, EA 

Email: gpaul@wrcmfp.com

About Me

As a financial advisor at Western Reserve Capital Management, LLC, I help individuals, families, and businesses navigate the complexities of financial planning and investment management.

With a passion for delivering personalized advice and guidance, I empower my clients to make informed decisions about their financial futures.

A Collaborative Approach

I believe that effective financial planning is a collaborative process, built on trust, transparency, and open communication.

I take the time to listen to each client’s unique story, goals, and concerns and develop tailored strategies to help them achieve financial clarity and confidence.

Fee-Only Fiduciary

As a fee-only financial advisor, I’m dedicated to providing unbiased and transparent advice, always putting the interests of my clients first.

I’m a fiduciary, bound by a duty of care to act in the best interests of my clients, and I’m committed to helping them achieve their financial goals.

Education and Accreditations

With 8 years of experience in the financial industry, I’ve developed a deep understanding of the intricacies of investment management, tax planning, and retirement planning.

I’m committed to ongoing education and professional development, ensuring that my clients receive the most up-to-date and effective advice.

I hold a Bachelor of Science in Business Administration from the University of Akron (2017), with a specialization in Financial Planning and Services. I’ve also earned:

• ENROLLED AGENT (EA) designation with the IRS (2018)
• CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner designation (2019)
• RETIREMENT INCOME CERTIFIED PROFESSIONAL®  (RICP®) designation (2019)
• Passed Series 7, Series 65, and Ohio Insurance exams

Professional Memberships

He is also a member of the National Association of Personal Financial Advisors (NAPFA), XY Planning Network & Fee-Only Network, staying current on industry trends and best practices.

Personal Life

In my free time, I enjoy strength training, outdoor activities like hiking and mountain biking, and spending time with my wife, Rose, and three children, Amara, Kai, and Jensen.

I’m a lifelong learner, always seeking new knowledge and insights to share with my clients and improve my craft.

Get in Touch

If you’re seeking a financial partner who will listen, advise, and guide you toward achieving your financial goals, please don’t hesitate to contact me today.