Financial Consultant

Bend

Paul Whitley profile
Paul Whitley

Financial Consultant
Cetera Advisor Networks LLC

(541) 382-2458  Phone
(800) 452-9515 x 7606 Toll Free
(541) 382-0244 Fax

61490 S. Highway 97
Bend, OR 97702

Born and raised in southern California, I began my career in financial and insurance services back in 1989 helping Military families with insurance needs, developing saving and investment goals, and working towards meeting those goals. By 1994 no sooner than I had married and started a family, military base closures prompted a career shift for me within financial services to the retail banking arena. Within my new experience I became versed in dealing with accounts for individuals and families, small business, and not-for-profit organizations including LA Unified School District and USC Medical Center, (General Hospital), and assisting their employee with retirement accounts.

It wasn’t long after 9/11 that I sought to move my family in 2002 to Bend, OR for a better quality of life, especially for my 5 children which I have been blessed with, who now spend a lot of time with me volunteering at our church. Aside from all that I do with friends and family, my hobbies include playing music and muscle cars.

Currently I hold a Series 6 and 63 Securities registrations as well as an Oregon Life, Health, and Disability Insurance license. I now enjoy the opportunity to share my experience with NWCU members by helping them with saving and investing goals, and life, health, disability and long term care insurance needs, and look forward to building long lasting business relationships.

 

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