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Paul Vann

Paul Vann

Assistant To The Executive Director

location of Paul VannLincoln Financial Advisors

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  • Timeline

  • About me

    Life insurance simplification for business owners

  • Education

    • NYU Stern School of Business

      1966 - 1969
      Bachelor’s Degree Business, Management, Marketing, and Related Support Services

      Activities and Societies: Working and studying

    • UCLA

      1969 - 1970
      Master of Business Administration (M.B.A.) Business Administration and Management, General

  • Experience

    • Multiple Sclerosis Association of America (MSAA)

      Jun 1959 - Jun 1961
      Assistant To The Executive Director

    • US Navy

      Sept 1963 - Sept 1969
      Seaman US Navy

    • IBM

      Sept 1966 - Aug 1969
      Shift Manager

    • Lincoln Financial Network

      Nov 2001 - now
      Wealth Planning Advisor

      We provide services in the areas of:- Financial Independence, assisting clients to develop a track to successfully retire at the lifestyle they desire;- Business Succession; assist in developing a business exit strategy to secure the transfer of the business to either chosen successors or a sale;- Estate planning to minimize the amount of assets going to the IRS. The best way to contact me is:Phone office 949-474-6828Email Paul.Vann@LFG.comPaul Vann is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services through Lincoln Financial Advisors, a broker/dealer (member SIPC) and a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. CA Insurance License #0450392. Paul Vann is securities licensed in CA, HI, NY, NJ and WA. CRN-4652576-033122. Show less

  • Licenses & Certifications

    • ChFC® | Chartered Financial Consultant®

      The American College of Financial Services

    • Series 66, Series 1

      FINRA

  • Volunteer Experience

    • Past President

      Issued by Wilshire Estate Planning Council
      Wilshire Estate Planning CouncilAssociated with Paul Vann

    • President and Board member

      Issued by West Los Angeles Life Underwriters Association
      West Los Angeles Life Underwriters AssociationAssociated with Paul Vann

    • Past President and Board Member, Orange County, CA

      Issued by Society of Financial Service Professionals
      Society of Financial Service ProfessionalsAssociated with Paul Vann

    • Founder, Board Member and Past President

      Issued by Morasha Jewish Day School
      Morasha Jewish Day SchoolAssociated with Paul Vann

    • Volunteer for programming

      Issued by Solomon Society
      Solomon SocietyAssociated with Paul Vann