Paul Merz, CFP®

Paul joined the financial services industry in October of 1997 at Smith-Barney. Paul continued his career at Prospera Wealth Management and Clifton-Larson-Allen. In January of 2014 Paul opened his own independent firm, Merz Financial in Yakima, Washington. He continued growing his business and serving his clients. In 2019, Paul joined the Legacy Creation Network.

Paul earned his CERTIFIED FINANCIAL PLANNER™  CFP®  designation from City University. He is dedicated to helping his clients and their families achieve their financial goals. We do this by developing and implementing prudent strategies that seek to increase the creation and preservation of inter-generational wealth.