Paul Goetz, FPQP®, is the Associate Financial Planner at R.J. Schrift Private Asset Management. Paul earned a B.S.B.A. in Finance from High Point University before joining R.J. Schrift in the summer of 2024. His duties include market research, comprehensive financial planning, and software implementation.
While earning his B.S.B.A., Paul interned for a private wealth advisor in High Point, NC where he received his Series 65 license, and later his SIE certification, which are currently held at LPL Financial. In his current role, Paul especially enjoys seeing clients’ financial goals achieved and the confidence they have in the team.
In his free time he enjoys golfing, working on cars, finding new music, and exploring local restaurants.