Paul Watko is an independent financial consultant with Eminent Wealth Strategies. Paul began his career in 2004, after graduating from Indiana University with an Economics degree. With nearly 15 years of experience Paul has developed a passion for working with small businesses.
Paul works with local small business owners on advising them how to protect, grow, and plan succession needs with such a large portion of their net wealth. The life insurance knowledge Paul possesses for small businesses opens the door for him to consult with the business owner/plan sponsors to address their fiduciary obligation to comply with the ever changing retirement plan marketplace.
Prior to specializing in the qualified retirement plan marketplace, Paul worked with individuals in wealth management, noticing that lack of utilization and knowledge of what investment vehicles are at hand. The lack of education of properly allocating contributions and even failing to take advantage of retirement plans, lead to the desire to educate on the larger scale in the retirement plan market.
Paul attained the AIF® (Accredited Investment Fiduciary) designation, in 2015, to continue his qualifications to implement and maintain the knowledge of retirement plans for the business community. Paul holds his Series 7 and 66 securities registrations through LPL Financial. Additionally, he holds his Life and Long Term Care insurance licenses.
In Paul’s free time, he enjoys spending time with his wife and three children. Particularly, Paul loves sports and if he is not playing basketball or soccer, he is coaching one of his sons or daughter in those sports. Paul has been a member of the Penrod Society for 10 years and looks for ways to be involved in his community and church, St. Pius X Catholic.