Profiel
Mr. Paul E.
Drolson is a Founder, Owner & President at Wealth Advisors, Inc. (California).
Prior to establishing Wealth Advisors, He worked for American Express Financial Advisors for more than 20 years in numerous marketing and management roles.
He also served on the American Express Philanthropic Board, which helped support and fund numerous charities throughout Southern California.
In addition, He has served as Investment Adviser Representative and Registered Representative for First Allied Securities, Inc. and in 2018, received the distinguished Circle of Excellence award in recognition for his work as a top performing advisor.
He also served as president of the local chapter of the Financial Planning Association.
He received his bachelor of Science in Business and Psychology from Hamline University.
Actieve functies van Paul Edward Drolson
| Bedrijven | Functie | Begin |
|---|---|---|
Wealth Advisors, Inc. (California)
 Wealth Advisors, Inc. (California) Investment ManagersFinance Wealth Advisors, Inc. is a SEC-registered investment adviser and wealth management firm headquartered in Rancho Santa Fe, California. The firm was founded by Paul E. Drolson in 2003. In 2023, they were acquired by Perigon Wealth Management LLC, which is ultimately owned by Perigon Partners LLC. Wealth Advisors provides comprehensive financial planning and wealth management services to successful individuals, families and business owners. | Algemeen Directeur | 01-01-2003 |
Eerdere bekende functies van Paul Edward Drolson
| Bedrijven | Functie | Einde |
|---|---|---|
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 01-01-2003 |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| American Express Financial Advisors, Inc. | |
Wealth Advisors, Inc. (California)
Wealth Advisors, Inc. (California) Investment ManagersFinance Wealth Advisors, Inc. is a SEC-registered investment adviser and wealth management firm headquartered in Rancho Santa Fe, California. The firm was founded by Paul E. Drolson in 2003. In 2023, they were acquired by Perigon Wealth Management LLC, which is ultimately owned by Perigon Partners LLC. Wealth Advisors provides comprehensive financial planning and wealth management services to successful individuals, families and business owners. | Finance |
