Paul
Dau
CFP®
Here to act in your best interests
About me
As a financial planner for over 25 years, my specialty is providing personalized strategies to my clients and their families with the goal of helping them achieve long-term financial success. In my spare time, I’m all about being outdoors with my family, whether it’s skiing, mountain biking or Travel to exciting places.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Master of Business Administration, International Management - Thunderbird School of Global Management
Bachelor degree, Economics - University of Colorado
Visit one of our Locations
Melbourne
4865 North Wickham Road
Suite 108
Melbourne, FL 32940
Orlando I - Orlando
1900 Summit Tower Boulevard
Suite 230
Orlando, FL 32810
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
