WATCH | Top 5 Financial Mistakes CEOs Make
Join CEO Coaching International and our Strategic Partner Carson Wealth for an educational recorded webcast about balancing your personal and business financial goals.
With all the demands placed on CEOs and entrepreneurs, you may not have taken the time to prioritize your personal wealth strategy. And with 85% of a business owner’s net worth tied up in their business, that’s a mistake you can’t afford to make.
Paul West, Managing Partner of Carson Private Client, discussed key considerations for CEOs in regards to exit planning, trust and estate planning, cash management, real estate investment, tax strategies, protecting your family, and more.
Watch now to learn how to optimize your personal financial situation for the long-term.
Wednesday, October 4, 2023
8 a.m. PDT / 11 a.m. EST
Meet Our Presenter:
About Paul West, CFP®, CAP®, CExP
Managing Partner, Carson Private Client
Paul has over 20 years of experience in wealth management services. Having built countless relationships with entrepreneurs and families all over the country, Paul holds the leadership role as Managing Partner.
Paul works closely with our Carson Private Clients to implement strategies to maximize their time and goals. He surrounds himself with a team of specialists to provide tailored solutions for business planning, exit planning, investment management, wealth transition, trust services, credit, and tax strategies. Paul works with the following types of clients: business owners and entrepreneurs, foundations, executives, and multi-generational families.
Paul was listed on Barron’s Top 100 Independent Wealth Advisors in 2018-2022, including the #1 Ranked Advisor in NE on the list. He also ranked as a Best-in-State Wealth Advisor by Forbes in 2021 and 2022.
Paul holds the CFP®, CAP® and CExP certifications. His clients utilize his services because of his team’s ability to communicate complex matters in simple language along with creating mutual accountability to achieve confident financial decisions.
Paul enjoys spending time with charities and foundations. He currently is a Board Member for the Dreamweaver Foundation, Chair of the Omaha Chamber Economic Development Council, and actively involved in the Finance Board at his church.
Paul received his Bachelor’s degree from the University of Nebraska-Lincoln and earned his MBA from the University of Nebraska-Omaha. Paul and his wife, Courtney, have three children, twins Cecilia and Liam, and son, Louie. Paul enjoys golf, traveling, hiking and rooting for the Huskers.