• See my other side

Paul J. Harteg, CFP® / Financial Advisor

Paul became an advisor in the firm’s Greenville, South Carolina office in early 2003 and is a member of our firm’s Investment Policy Committee. He graduated from Furman University and holds the Certified Financial Planner™ accreditation.

Paul has over 20 years experience working in consultation with individuals and corporate clients that require unique financial strategies in portfolio management, retirement income planning, and company retirement plans. He uses his extensive educational background to help him understand his clients needs and help them plan for the future. Paul has worked as a United Way loaned executive and is an active member of the Greenville Estate Planning Council