PAUL D. NEUNER, AIF®, CRPS®
Partner | Managing Director | Financial Advisor
Paul established NRS more than two decades ago, and its professionals are dedicated to helping people “Retire their way” and working with institutions to meet the many challenges of creating and running a successful retirement plan. As partner and managing director, his goal for his clients remains the same to this day – for participants to have a retirement plan so they can be fully prepared for life’s major milestones.
Paul is a national speaker on fiduciary best practices and general plan governance. Today he is active in several noteworthy advisory councils, primarily serving as a client advocate.
Paul is a Chartered Retirement Plans SpecialistSM. This professional designation is awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans for businesses, including defined contribution plans, 401(k) plans, and nonprofit and government plans.
As an Accredited Investment Fiduciary, Paul has expertise in investment fiduciary standards of care. He has extensive knowledge in key areas such as plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues.
Paul began his career in institutional consulting in 1994 at A.G. Edwards & Sons in San Diego. He was a Managing Director and Investment Officer at Wells Fargo Advisors. He earned bachelor’s degrees in Finance and International Economics from Trinity University in San Antonio, Texas.
Paul is a native of Missouri and lives there today with his wife, Irene, and their children, Truman, Gerhard, Albert, Helen and David. In his free time, Paul enjoys tending to his hobby farm and vineyard.