Paul Roberts, CFP, FCSI, FMA

Paul takes the complexity out of planning for the future by educating his clients and helping them to realize their goals through establishing and sticking to a financial plan.

Paul recognizes that many people feel anxiety around their financial affairs, particularly if their hard-earned savings will be enough to provide them income for their lifetime. Paul has the patience and enjoys reassuring and guiding clients through their life stages. He has been helping people in the investment industry since 1997 and has been with the Coastal Community for over 20 years.

Born and raised in the Comox Valley, Paul loves to be outdoors, skiing in winters and hiking in summers. He is also an avid hockey fan!

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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. Coastal Community Private Wealth Group is a division of Coastal Community Financial Management Inc., which is a subsidiary of Coastal Community Credit Union. Coastal Community Financial Management Inc. is a licensed life insurance agency offering financial planning, life insurance and investments.