Paul Coles
CEO Investment Advisor at Alliance Wealth Advisors
Based in Bountiful, United States
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Seniority
Other
Department
Other
Location
Bountiful
Industry
Financial Services
Company size
7
Contact information
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p•••••••@awaplanning.com
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Background
About Paul Coles
Paul graduated from Brigham Young University - Idaho and the University of Utah’s David Eccles School of Business in Administration with an emphasis in Finance and Accounting. He began his career in the financial services industry specializing in retirement and estate planning. He was quickly recognized as an industry leader for his ability to explain complex topics in a simple manner. He currently serves as a chairman on the board for the state of Utah’s National Association of Insurance and Financial Advisors (NAIFA), a court of the table member of the Million Dollar Round Table (MDRT), a licensed insurance producer, a Registered Financial Consultant and an investment advisor representative.
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