portrait of Paul R Burton

About Paul

Being a financial advisor is so much more than just helping my clients maneuver the financial markets. I get the opportunity to see into their lives and personal situations. We celebrate their victories and help them through their difficult times. At our branch, we find out what is most important to our clients so that their investments help them obtain their goals. We are constantly looking for ways to save on taxes, protect wealth from potential pitfalls and proper estate considerations. I have earned my CFP® certification and AAMS™ designation, and I am fluent in Spanish.

My wife and I have...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

Work History

  • Edward JonesMarch 2010 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Northern Arizona UniversityBachelor of Science

Personal Interests

  • Volunteering
  • Traveling
  • Spending Time with Family
  • Pets
  • Table Tennis

Team Members

  • Mac Dubord
    Sr. Branch Office Administrator

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