Gage Paul CFP^®, RICP^®, EA 

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.

As a fiduciary, I’m bound by a duty of care to act in the best interests of my clients. I’m compensated solely through fees paid by clients, not through commissions or product sales. Our fees are based on assets under management and are detailed in our Form ADV Part 2A. Fee structures are discussed during initial consultations before any advisory agreement is signed.

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) – authorizing me to provide tax advice and represent clients before the IRS
• CERTIFIED FINANCIAL PLANNER® (CFP®) certification (2019) – demonstrating completion of comprehensive financial planning education, examination, experience, and ethics requirements
• RETIREMENT INCOME CERTIFIED PROFESSIONAL®  (RICP®) designation (2019) specialized training in retirement income planning strategies
• Passed Series 7, Series 65, and Ohio Insurance exams

Professional Memberships

I am 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.

Tax Services

As an Enrolled Agent, I am qualified to provide tax planning advice as part of comprehensive financial planning services. However, I do not provide tax preparation or filing services. I coordinate with clients’ tax preparers to implement tax-efficient strategies.

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 working toward your financial goals, please don’t hesitate to contact me today to schedule a complimentary initial consultation. This allows us to get to know each other and determine if our services are appropriate for your situation. There is no obligation.

Contact Information:
Phone: 330-655-1543
Email: gage@wrcmfp.com