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Paul Owen
Principal at CAPTRUST
Paul Owen is a highly experienced Registered Investment Advisor with a specialization in providing investment and retirement advice for a wide range of plans and accounts including 401k, 403b, 457b, 457f, Defined Benefit Pension Plans, 409a Non-qualified plans, IRAs, and Non-profit foundations and trusts.
Paul Owen's expertise includes Investment Fiduciary Services, Vendor Fee Benchmarking, Retirement Plan Recordkeeper Searches, RFPs, Plan Design, and Participant Advice.
He holds a Bachelor's degree in Finance from Auburn University and an MBA from The University of Alabama.
Paul Owen currently serves as a Principal at CAPTRUST and has previously worked as Retirement Director at LPL Financial Institutional (UVEST Financial Inst).
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Location
Birmingham, Alabama, United States
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