Alumnus of the Month

Paul Finch

Paul Finch

CLU®, ChFC®, CASL®, and RICP®,

November 2014

Paul Finch’s multiple designations from the American College, CLU®, ChFC®, CASL®, and RICP®, are a reflection of his strong commitment to continuous learning.  In 2013, he completed all the required classes for the new RICP® American College designation in just one year.  Paul is also a member of the National Association of Insurance & Financial Advisors, GAMA International, and he has been a CPA since 1991.

As a State Farm Sales Leader in the Sherman Oaks, California area, Paul encourages a culture of self-improvement amongst his agent team through both his example and actions. By facilitating educational opportunities, study groups and peer mentoring, Paul encourages agents to develop their skills to better serve customers.  With a philosophy of hard work and commitment, he is dedicated to his agents’ success.  Last year, Paul was one of the top sales leaders in his market area for consistently achieving results in Financial Services.

In addition to being a leader in the financial realm, Paul is passionate about his community – serving in the Valley Industry and Commerce Association on the Government Affairs Committee and in the Personal Insurance Federation of California on the Membership Committee.  He has provided strategic leadership in legislative process, by hosting various political fundraisers and “meet the candidate” events.  He is also committed to building strong connections with the industry through regular meetings with local and state officials.

For his commitment to education and the financial services industry, we are proud to recognize Paul Finch, CLU®, ChFC®, CASL®, RICP®, as the November 2014 Alumnus of the Month.