Paul M.
League, QFP, CFP® entered the financial services field in 1981, within
the City of Beverly Hills, California, where he,
his staff and network of associates,
for over 27-years, provided a wide array of ethically reliable, professionally
rendered services to a diverse and valued
clientele. Paul has continued these same professional standards of commitment
and service since locating to the City of Palm Desert, California on January
1, 2008.
Paul
is the Founding Principal of both
League Investment Advisory
Services (www.LeagueIAS.com),
from where he separately conducts his Securities and Investment
Advisory services, and League
Financial & Insurance Services (www.LeagueFinancial.com),
from where he separately conducts his financial and insurance services
business.
Paul
has been professionally recognized through published
Articles
and as
the Co-Founder of the International Association of Qualified Financial Planners
(see
Affiliations), and is
an experienced and knowledgeable speaker in these areas. Over the years Paul
has also been published in, or quoted by: Financial Advisor Magazine; Advisor
Today Magazine; Bloomberg Wealth Manager; Investment News; Broker World;
California Broker Magazine; Financial Services Journal Online (FSO); The
Society of Financial Service Professionals - Audio Conferences (SFSP); Health
Insurance Underwriter (HIU); Probe Newsletter.
Paul designs both qualified and non-qualified personal
and business benefit programs structured as personal or owner-biased asset
accumulation, income and retirement programs. With many years experience,
having owned and operated several businesses, he is familiar with the dynamics
of capital formation and business development and uses this knowledge to
assist individuals and business owners with tax efficient strategies and
programs that help create, expand and preserve their personal and business
assets. Paul, his companies, staff and network of associates, offer a
wide array of financial and
insurance services geared towards assisting clients (individuals, families and
businesses) to create, expand and preserve assets..."in a League of Our
Own".
Paul received his higher education
while majoring in English Literature at the University of Wisconsin, and later
began a marketing career that resulted in the establishment of a multi-State
collectibles and fine gift imports company. Since 1981 Paul has been in his
present profession in the financial and insurance fields, beginning with
Allmerica Financial (formerly State Mutual of America) by becoming insurance
licensed on June 30, 1981 (CA Insurance License # 0610019). Additionally, he
is insurance licensed as a Non-Resident Agent with the States of Florida [Dade
County (Lic. # A313239-since 1/1/99)] and Maine (Lic. # PRN91531-since
12-12-02).
Paul has
been securities licensed since December 31, 1984, and while furthering his
career completed continuing education studies through the College for
Financial Planning in Denver, Colorado earning the professional certification
of CFP® (CERTIFIED FINANCIAL PLANNER™) from CFP Board of Standards, Inc. (ID
#026541 on 3/18/89). Paul also earned his
QFP (Qualified Financial Planner)
designation in 2003 (ID #03011001), through the INTERNATIONAL ASSOCIATION of
QUALIFIED FINANCIAL PLANNERS (www.IAQFP.org).
Paul holds or
has held the following securities registrations and separately provides
services in these areas through
League Investment Advisory Services (www.LeagueIAS.com):
Investment
Company & Variable Contracts Products (Series 6 - since 9/17/84); Direct
Participation Programs (Series 22 - 1/24/85 thru 12/07); Uniform
Securities Agent (Series 63 - since 11/25/86); Uniform
Investment Adviser (Series 65 - since 6/25/98).
Professional Memberships include:
INTERNATIONAL ASSOCIATION of QUALIFIED FINANCIAL PLANNERS (IAQFP.org),
for which
Paul is a Co-Founder and served as
Board Member (2003 to present) and Chairperson & President
(1/1/2003-12/31/2005; 01/2009-12/31/2011); Member of the Financial Services
Institute (FSI since 2007); Charter Member of the Association of Health
Insurance Advisors (AHIA since 9/12/90); Member of the National Association of
Alternative Benefit Consultants (NAABC since 3/1/2000); Life Inductee -
National Registry of Who’s Who (since 5/14/98); 2009/2010 inductee into
Strathmore Who’s Who & The Presidential Who’s Who.
