Personal & Company History

 

Paul M. League, QFP, CFP® is the Principal of League Financial & Insurance Services ("LFIS"), a leading financial and insurance services company established and located in Beverly Hills, CA since January 1, 1985 and as of January 1, 2008 in Palm Desert, CA. Paul, his company and affiliates, provide a wide array of financial, insurance and investment advisory services geared towards assisting clients in creating, expanding and preserving assets. Visit and learn more about the overall services provided through LFIS at its website: www.LeagueFinancial.com. Click here to learn about Paul's ~ Life Principles.

Paul received his higher education while majoring in English Literature at the University of Wisconsin, and later began a career in marketing that resulted in the establishment of a multi-State collectibles and fine gift imports company. Since June 30, 1981 Paul has been licensed as a California Life & Disability Agent (CA Insurance Lic. # 0610019), and Variable Contracts licensed since December 31, 1984. 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 began his present profession in the financial and insurance fields with Allmerica Financial in 1981, and while furthering this career, completed continuing education studies through the College for Financial Planning in Denver, Colorado earning the professional certification of CFP® (CERTIFIED FINANCIAL PLANNER™) from the CFP Board of Standards, Inc. [ID #026541-since 3/18/89]. Paul obtained his QFP (Qualified Financial Planner) designation in 2003 (ID #03011001), through the INTERNATIONAL ASSOCIATION of QUALIFIED FINANCIAL PLANNERS (IAQFP.org).

Paul is a Registered Representative of, and offers securities products & services through, Royal Alliance Associates, Inc. Member NASD/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the State of CA. No offers may be made or accepted from any resident outside the specific State(s) referenced. Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

Paul holds or has held the following Securities Licenses:

     · NASD Investment Company & Variable Contracts Products (Series 6 - since 9/17/84)
     · NASD Direct Participation Programs (Series 22 - 1/24/85 thru 12/07)
     · NASD Uniform Securities Agent (Series 63 - since 11/25/86)
     · NASD Uniform Investment Adviser (Series 65 - since 6/25/98)

Separately, Paul also provides nationwide Mortgage Financing Services.

Professional Memberships include: INTERNATIONAL ASSOCIATION of QUALIFIED FINANCIAL PLANNERS (IAQFP), for which Paul is a Co-Founder and was elected Chairperson & President 1/1/2003-12/31/2005, and presently serves on its Board of Directors; 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).

Paul has authored published articles on various financial and insurance topics, and is an experienced and knowledgeable speaker in these areas. In addition to being listed in The National Registry of Who's Who, 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 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 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.

(0504583A/010207/032007/122807/032508)
 

Contact Us Today!  Phone:  1.800.482.5347 / www.LeagueFinancial.com / Info@LeagueFinancial.com 

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