Paul Escudero, CFP®, CWS® has 25 years of experience in the financial industry. He began in the banking industry at Citicorp’s Leverage Capital Group and Congress Financial where he audited and analyzed leveraged buy-outs. That was until Paul and Gaston founded Orange Capital Management in 1990 with an emphasis on providing complete financial planning services to clients. Paul has guided the firm to prominence as one of the premier wealth management planning corporations in Orange County with over $500 million under management collectively. Paul is also the director of the ATS Advisor Network, which trains more than 60 financial advisors throughout the country in the very same strategy that Paul uses with his clients.
Paul is a CERTIFIED FINANCIAL PLANNER (CFP®), a CERTIFIED WEALTH STRATEGIST (CWS®), a Registered Financial Consultant (RFC®) and a Registered Investment Advisor agent. Indicative of his commitment to excellence, Paul was among the first 1000 financial professors to obtain skills as a Certified Wealth Strategist. Both Paul and Gaston are focused on providing the most current Wealth Management Strategies to their clients using both their academic knowledge and real world experience. This commitment is propelled throughout Orange Capital Management.
Paul is equally committed to giving back to the community. Paul is on the Cetera Advisors, LLC board as an Emeritus Council Member. He was the past president for the Rehab Institute of Orange (RIO). RIO provides comprehensive, coordinated programs that help disabled individuals function at home, school, work and in the community. Paul has served on the Board of Directors at the Discovery Science Center, where his primary goal was to assist underprivileged children with the understanding of math and science in surrounding communities. In his spare time, Paul also enjoys golfing, surfing, and spending quality time with his family. Paul resides in Mission Viejo, CA with his beautiful wife Teri.