Paul is a managing director in the Los Angeles office. He is responsible for managing complex multigenerational ultra-high-net-worth family relationships. Paul leads a team of highly experienced wealth management professionals who specialize in asset management, private banking, trust and fiduciary management, and financial and estate planning including family dynamics and governance. Paul joined Wells Fargo in 2006 as a private client advisor before serving as an advisor with Wells Fargo Family Wealth.
Prior to joining Wells Fargo, Paul worked at the Los Angeles office of U.S. Trust for eight years, where he held a number of positions in financial planning and relationship management. He has been in the financial services industry for more than 35 years.
Paul earned his master’s degree in business administration with a concentration in financial management from the University of Southern California and graduated cum laude with a bachelor’s degree in business administration with a focus in accounting from California State University in Long Beach, California. Paul is a CFP® professional, Chartered Financial Consultant®, Chartered Life Underwriter®, Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). He is a SAFE-registered mortgage loan originator (NMLSR ID 501447).
Paul lives in Rancho Palos Verdes, California, with his wife and two children. The Nevans family and one great dog support a number of community service organizations.