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Paul Espey, CFP®, EA

Paul Espey, CFP®, EA

Resource Center Specialist

Followers of Paul Espey, CFP®, EA856 followers
location of Paul Espey, CFP®, EAWest Des Moines, Iowa, United States

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  • Timeline

  • About me

    Co-Founder & Partner at Silvercap Wealth Management

  • Education

    • Kaplan University

      2009 - 2010
      Financial Planning Certificate Financial Planning

    • Roosevelt High School

      1996 - 1999

    • The University of Iowa Tippie College of Business

      1999 - 2003
      BBA Marketing

      Activities and Societies: Beta Theta Pi

  • Experience

    • ING Financial Partners

      Apr 2004 - Jul 2006
      Resource Center Specialist

      www.ingfinancialpartners.com

    • DeWaay Capital Management

      Nov 2006 - Aug 2012
      Investment Advisor / Financial Planner

      Financial Planning & Investment Management Services.

    • Silvercap Wealth Management

      Aug 2012 - now
      Co-Founder & Partner

      Silvercap Wealth Management specializes in Investment Management & Financial Planning Services. Learn more at www.SilvercapWealth.com Securities offered through Arete Wealth Management. Investment Advisory services offered through Arete Wealth Advisors.Arete and its family of companies is a boutique, independent Broker-Dealer; a Registered Investment Advisory firm; and a General Insurance Agency. Core services include financial planning, asset management, and investment banking. They provide these services to individuals, businesses, foundations, and endowments. Show less

  • Licenses & Certifications