Paul Clausen
Financial Planner,
CFP®,
RICP®
Paul serves as a Financial Planner at Orgel Wealth Management and is a member of the firm's comprehensive financial planning team. Paul assists our clients by preparing detailed financial plans and analyses that reflect each client's unique goals, cash flow, and tax situation.
Paul has over 26 years of accounting, tax, and financial planning experience. He earned his Bachelor of Arts degree in accounting from Augsburg University. Paul holds the CERTIFIED FINANCIAL PLANNER™ certification and the Retirement Income Certified Professional® designation.