Paul Ochel is a CERTIFIED FINANCIAL PLANNER™ professional in Allworth’s Addison, Texas office. He is a Financial Advisor who joined our team in 2006 and is responsible for working with clients to secure a solid financial retirement. Prior to joining us, he worked with individual investors at Fidelity Investments and Northwestern Mutual Financial Network. Paul obtained his BA in Psychology from the University of Texas at Austin and his MBA in Financial and Estate Planning from the University of Dallas.
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Financial Advisor
Designations: CFP®
Paul Ochel is a CERTIFIED FINANCIAL PLANNER™ professional in Allworth’s Addison, Texas office. He is a Financial Advisor who joined our team in 2006 and is responsible for working with clients to secure a solid financial retirement. Prior to joining us, he worked with individual investors at Fidelity Investments and Northwestern Mutual Financial Network. Paul obtained his BA in Psychology from the University of Texas at Austin and his MBA in Financial and Estate Planning from the University of Dallas.
Education and Certifications
Who I Best Work With
What Guides My Approach
Paul Ochel is a CERTIFIED FINANCIAL PLANNER™ professional in Allworth’s Addison, Texas office. He is a Financial Advisor who joined our team in 2006 and is responsible for working with clients to secure a solid financial retirement. Prior to joining us, he worked with individual investors at Fidelity Investments and Northwestern Mutual Financial Network. Paul obtained his BA in Psychology from the University of Texas at Austin and his MBA in Financial and Estate Planning from the University of Dallas.
More About Paul:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
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