Paul Wobbe is a Certified Financial Planner ™ who has over 30 years’ experience at Merrill Lynch, Paine Webber & A.G. Edwards. Currently, he is advising clients as a Vice President at Sovereign Wealth Advisors LLC., an Independent Registered Investment Advisor.
Paul has been quoted in The Wall Street Journal, Investors Business Daily and Smart Money Magazine. He has also been recognized by Texas Monthly Magazine as a four-time winner of the “Five Star Wealth Manger Award”.
Paul Wobbe has been managing the financial affairs of individuals and families for over three decades. Beginning in 1985, he has guided his clients through the ups and downs of the Bull Market 80’s, the Crash of 1987, the 1990’s internet boom/bust, the 2001 terrorist attacks and the 2008 Great Recession. Throughout these challenging markets, Paul has maintained one central theme: “For more than 30 years we have had preservation of capital as our first priority and we’re not about to change that.”
Paul also says that the families who come to him are tired of all the conflicting advice they get about how to reach their financial goals: “I have found that most people just want an experienced financial advisor who’s going to be sincere and honest with them. They’re simply looking for someone they can trust and who can make a difference in their lives. Someone who can take the stress out of money management, so they can focus on other things such as family, work or anything else that is important to them. Wealth is so much more than money. It’s about the freedom you feel when you don’t have to worry about your family’s future. I’m honored that my clients have chosen me to help them acquire that wealth.”
Paul Wobbe works with his clients as a fiduciary in the following areas:
- Risk Management
- Investment/Portfolio Management
- Tax Minimization
- Financial Planning
- Life Insurance & Annuities
- Retirement Planning
- Retirement Rollovers
Paul graduated from the University of Texas in 1975. He lives with his wife, Ann, in West University.
You can reach Paul or his assistant, Jackie, at (713) 527-3400.
State Securities Law Exam
Series 65 – Uniform Investment Adviser Law Examination
Series 63 – Uniform Securities Agent State Law Examination
General Industry/Products Exam
Series 3 – National Commodity Futures Examination
Series 7 – General Securities Representative Examination
Arizona, Massachusetts, Ohio, Texas, Washington