Beneficiary Designations and How to Get Back at Your Family
Paul Viren
Owner and president of Viren and Associates, Inc., an independent financial services firm based in Spokane, Washington, Paul has been providing a broad range of services to his clients for 20 years. His firm has coined the phrase “Clear Solutions for the Chapters of Your Life,” which is the essence of his work. Whether planning and saving for retirement, building a business, providing employee benefits, protecting hard earned assets, paying for children’s college or investing, each of us goes through unique chapters in life and every chapter has a financial aspect.
Paul is a graduate of Whitworth University in Spokane, Washington and has received his credentials from the American College as a Chartered Life Underwriter and Chartered Financial Consultant. He is registered as an Investment Advisor Representative along with securities registrations 6, 7, 24, 63, and 65, held at LPL Financial and life and health insurance. In 2011, he was nominated by his peers in the Spokane Estate Planning Council to be recognized as an Accredited Estate Planner®.
He works with his spouse, Beth, and together they have built a successful practice of financial planning, managing $200 million in brokerage and advisory assets as of December 31st, 2013. They also provide services to employers and individuals for retirement plans, health insurance, life, disability and long-term care protection strategies. He is the past president of the Spokane Estate Planning Council, serves on the board of the National Association of Estate Planners and Councils, is an active member with Spokane Rotary Club 21 and has served on many boards and civic groups in the community. Paul is an avid backpacker and runner, loves to “turn” wooden pens from exotic wood from around the world, and wine tasting…not at the same time!
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Strategic Wealth Advisors Group, a registered investment advisor. Strategic Wealth Advisors Group and Viren and Associates, Inc. are separate entities from LPL Financial. Paul Viren is registered to transact securities business with residents of the following states: AZ, CA, CO, FL, ID, IL, MT, NV, NY, OH, OR, TX, VA, WA.
