Paul Karshner, Director

Paul has been with ULTRA Estate Planning since 2016. He started his career with US Bank as a private client relationship manager. During his time there, I developed an understanding of the complexities of financial planning, and he is now a licensed financial advisor.

Over the past ten years at ULTRA Estate Planning, he has been able to combine hius experience and knowledge to provide custom solutions for his clients. He specializes in retirement and estate planning, and is proud to be affiliated with Financial Enhancement Group to offer money management services.

His goal is to help individuals and families realize their financial goals and objectives. With the help of the ULTRA Estate Planning team, he is confident we can develop a plan to meet each of his client's unique needs.

Securities License: 6, 63, 65.
Legal Document Assistant, County of Orange
California Department of Insurance #0K89174
Finra 6425101
State of California Notary Public #2337893
Bonded and Insured