Paul Ochel
Financial Advisor
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.
Latest Insights
The Emotional Side of Estate Planning: Preparing Your Family for the Future
Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …
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The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes
Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.
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The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)
Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.
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