Back to team | Paul Tourville
Paul Tourville

Paul Tourville CASL® Partner

Professional

  • CA Insurance License #0D19915.
  • Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.
  • Founding Partner of Next Level Planning & Wealth Management

Next Level Speciality

  • Senior RetireU Presenter
  • Financial Planning
  • Advanced Retirement Income Strategies
  • Advanced Estate Planning Techniques

Personal

  • Resides in Mukwonago, Wisconsin
  • Family: Wife, Kelli;  sons, Landon and Bric

Organizations

  • Society of Financial Services Professionals

Education

  • Bachelors of Business Administration in Finance with an Emphasis in Financial Planning at the University of Wisconsin, Whitewater.
  • Chartered Advisor for Senior Living (CASL®)

Education Resources

Hundred dollar bills Investing
Hundred dollar bills Pre Retiree
Hundred dollar bills Retired

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