Paul J. Toohey, CFP® AIF®, is the President and principal adviser at 2E Wealth Management. His responsibilities include working directly 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. Over the course of his career, he has worked in both large brokerage and small independent planning firms. It was the latter that led him to become one of the first advisors in his area to file as a Registered Investment Advisor, offering fee-only financial planning and asset management services. He has earned both 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.
Originally from Michigan, Paul has spent most of his adult life in Orange County, California. He currently lives in Yorba Linda. When not helping his clients, 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 three grandchildren.