Paul M. League, QFP, CFP®

~ Personal & Business Background ~
 

Web Site: www.LeagueFinancial.com | E-mail: Info@LeagueFinancial.com
        Phone: 1.800.482.5347 | Hours: 10 - 6 PM, M - F, PST

 

Personal & Business Background of Paul M. League, QFP, CFP® & Companies

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. 

Learn about Paul's Life Principle's here.

Visit and learn more about the overall services provided through LFIS at: www.LeagueFinancial.com.
Should you have any questions or should you like more information about us, please feel free to
E-mail us at Info@LeagueFinancial.com or call us at 800.482.5347.
We look forward to hearing from you!


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