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Paul D. Klass
Principal
Paul has had a successful career in the financial and insurance services industry since 1974. His considerable and enduring success is due to the individual attention and expertise he brings to each of his clients.
Paul has been a featured speaker at several tax, insurance and financial planning conferences throughout the United States.
Professional affiliations
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National Association of Insurance and Financial Advisers
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American Society of Financial Service Professionals
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Association of Advanced Life Underwriters
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Million Dollar Roundtable
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He has served on the Board of Directors of several privately owned companies and non-profit organizations.
Paul is and has been actively involved in many community and charitable activities including youth baseball, Special Olympics and Via Rehabilitation Services. He also serves in several ministries at his church.
Paul and his wife Rose reside in Pleasanton, California. They have two children, Dustin and Keri. They enjoy family time, golf, skiing, travel and coaching Special Olympics.
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