Paul J. Toohey, CFP® AIF®, is the President and principal adviser at 2E Wealth Management. His direct responsibilities include working with clients to help them identify and progress toward achieving their financial goals.
Paul’s career began after graduating from Western Michigan University with a degree in Business Administration and Marketing. He served in both large brokerage and small independent planning firms, but it was the latter that led him to become one of the first advisors in his area to file as a Registered Investment Advisor and offer fee-only financial planning and asset management. He earned the Accredited Investment Fiduciary® (AIF®) designation from fi360, and the highly-regarded CERTIFIED FINANCIAL PLANNER™(CFP®) professional designation from the College for Financial Planning. Paul is also a current member of the Financial Planning Association®, and active in his local chapter. In 2001, Paul founded 2E Wealth Management, Inc. to provide a more specialized level of care to individuals, businesses, and families.
A native of Michigan, Paul currently lives in Anaheim Hills, California. When not helping his clients achieve their financial goals, he enjoys riding Harley Davidson motorcycles, skiing, gardening, and playing golf. He spends as much time as he can with his son, two daughters, and two grandchildren.