My Background

Paul E. Moyer, CFP®, CLU®, ChFC®, CASL®AEP, MBA

Paul has more than 44 years of financial services experience, with 26 of those in the banking industry.  He founded Moyer Financial Services in 1997, and since then has been helping his clients in financial, business, and estate planning.  He is a New York Life Insurance Company agent, and is a top producer within the company and the industry.  Paul is also an Investment Adviser Representative with Eagle Strategies LLC and a Registered Representative with NYLIFE Securities LLC.

Paul is a graduate of Franklin University with a ­­BSBA Degree in Management and received his MBA from Xavier University.  He earned his Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Advisor for Senior Living designations through The American College.  He is a member of The National Association of Estate Planners & Councils.

Paul devotes much of his time to help develop our community by participating in various organizations.  He is a member of the Findlay Rotary Club, the Blanchard Valley Association of Insurance and Financial Advisors, the Financial Planning Association, and the Findlay Estate Planning Council.  Over the years, he has also been a member of the Society of Financial Service Professionals and the Findlay-Hancock County Chamber of Commerce.

 

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