Paul Z. BennettRegistered Principal
"For me, business is personal. When my clients and I meet, we talk about their life goals, their health, their children’s plans and their family’s hopes. I have the privilege every day of not only helping my clients with their investments, but also working alongside them to reach their goals. My clients are like family to me. I love to see them succeed.”
Paul has been working with individual investors for 20 years and has extensive experience in insurance, estate planning and wealth transfer strategies. In 2010, he started Vista Wealth Management, offering products and services through the Wells Fargo Advisors Financial Network (WFAFN), member SIPC, one of the largest broker-dealers in the country. He was drawn to WFAFN because of its impressive technology that’s user-friendly for clients. Over the years, Paul has noticed that clients strive to become more financially-savvy, and it is his goal to make sure they stay up-to-date on trends, investment opportunities and economic turns that may affect their investments.
In his off-time, Paul loves hunting, water skiing and watching his children – Coleman, Anna Young, and William – in their sports, along with his wife of 19 years, Caroline.