I help families and businesses understand how to organize and optimize ALL of their financial decisions that typically don’t seem interconnected. Together we then execute many commonly overlooked strategies that create true financial balance. My clients become much more enlightened and confident as they experience improved financial situations that affords higher overall wellbeing for them and their families.

MY MISSION: TRANSFERING MY BUSINESS SUCCESS TO HELPING PEOPLE

I have had a very successful +20 year career in the Information Technology and Financial Services Industries. I had my own “Financial Planners” and with my background did a lot of “Do It Yourself (DIY)” in my personal financial past. I decided to associate myself with Opes One Advisors because this team does things VERY different than what you read/watch in more common publications/news shows; and I want to pass this on to help others.

I can safely state that I know things that you have not been exposed to and/or educated about that can truly help improve financial and related life situations for you, your business and your families.

Feel free to contact me to schedule some time to have a cup of coffee or meet to discuss our approach in more detail. My email is Paul_Rennie@opesone.com and my cell is 972-365-8095.


Specialties:

• Retirement Planning
• Estate Planning
• Insurance Planning
• Business Insurance
• College Tuition Funding
• Employee Benefits Plans

Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of The Guardian, CA insurance license #4050707.