Neil Paur

Neil Paur, CFP®, CWS®

Sr. Private Wealth Advisor, Sr. Partner
Orange County, CA
neil.paur@bluetrust.com
(949) 404-5070
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Neil Paur is a senior private wealth advisor for the Private Wealth division and senior partner of Blue Trust and serves his clients out of the office in Orange County, California.

As a wealth advisor to individuals, families, and businesses, Neil uses his experience and objective perspective to help clients make sound financial decisions to gain clarity and confidence and leave a lasting legacy. His goal is to help them be strategic, generous and wise, and align their resources with the things that matter most to them. Neil and his team integrate financial planning, investment management, and charitable giving into financial plans tailored to his clients’ needs.

Prior to his affiliation with Blue Trust, Neil worked as a financial planner with Financial Focus, providing fee-based financial planning, investments and insurance.

Neil earned his BS in mechanical engineering from San Diego State University.

Active in his community, he is involved with Generous Giving, The Barnabas Group, and various advisory and church boards. He has also been a speaker on biblical principles of finance and stewardship at conferences, seminars, and other events.

Neil and his wife, Shameeron, live in Orange County and have four adult children. In his spare time, Neil enjoys playing soccer, racquetball, and other outdoor activities.

Testimonials

 
Slide Title

We want to say thank you for the many years of ups and downs our advisor has stood by our side. He always has our best interest in mind, which brings us so much comfort. Now that we are in this new place with our company selling, we are so thankful to have him to guide us through this process. We are in uncharted waters that need experts like him. He cares beyond our finances. Every time we meet, it feels like we are in the company of good friends instead of at a money meeting... May this platform he stands on continue to be God’s hand and voice to others.

Tim & Tammy C.Fullerton, CA

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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