Paul D. Hoskin, CFP®

Paul Hoskin is a Partner and Advisor in Orange County, CA with over four decades of professional experience advising ultra-high net worth families, individuals, business owners, non-profits, and corporate retirement plans. Paul’s previous experience includes both working as an equity trader and ultra-high net worth private banker, most recently with the Key Client Group of BNP Paribas Bank of the West. Prior to BNP Paribas, Paul was with Citi Private Bank and US Trust. Paul and his team provide comprehensive wealth management advice, working together with a client’s other advisors to develop financial strategies to meet current needs and plan for future needs. The team provides a wide range of services based on each client’s unique needs including investment management; tax, estate, financial and philanthropic planning: private banking, and family office services. Paul is active with Project Hope Alliance, the Orange County chapter of Habitat for Humanity, Family Assistance Ministries, and the Veterans Crisis Line which connects veterans in crisis with needed resources. Paul and his wife Kim are avid pickleball competitors, snow skiers, hikers, bikers, and overall fitness enthusiasts.