Paul Karson is the founder of Karson Wealth Management in Burlingame, California. With over 30 years of experience in wealth planning, Paul specializes in providing comprehensive wealth management strategies tailored to each client’s unique needs. As an professional in all areas of wealth management issues—from investments and insurance to estate planning and gifting—Paul provides strategies designed with the objective to help clients accumulate wealth, preserve their wealth and eventually distribute their wealth. He earned his Bachelor of Arts degree in Mathematics, along with a minor in Economics, from Occidental College. Paul currently holds Series 7, 24 and 63 registrations through LPL Financial, as well as life and variable insurance licenses. Paul is a proud member of the San Mateo Rotary. With a zest for life, he enjoys spending time with his family, hiking and playing golf.
Paul Karson is a Registered Principal with LPL Financial.