Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Paul Joseph

Paul Joseph

Financial Consultant

Paul graduated from Miami University with his Masters in Accountancy in May of 2016.  After spending multiple years practicing audit assurance at PwC, he joined his father, Craig, and the rest of the team here at Equity Planning Group in October 2018.  Paul is licensed to sell securities and life insurance.  Additionally, he also maintains the CPA designation he earned while at PwC.  Paul currently lives in a condo in downtown Toledo.  He enjoys maintaining an active lifestyle involving himself in multiple extracurriculars and embracing the increasing popularity of the area.