Unclaimed
Paul Dunckel is a financial advisor with over 20 years of experience. Paul is a Certified Financial Planner and works with individuals, high net worth individuals, corporations, and pension and profit sharing plans. Paul currently works at Syman-Degler Group, LLC. He is licensed in California and Oregon. Paul specializes in financial planning, pension consulting, and portfolio management. Paul's previous experience includes working at Aronberg Goldgehn Davis & Garmisa in Chicago, Illinois.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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12/18/2024 - Present
Syman-Degler Group, LLC (EUGENE OR)
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