Strategic Partnerships, presented by Paul Damon CFP, CLU, ChFC – November 22, 2016

November 22, 2016 @ 11:30 am – 1:00 pm
Grand Rapids Community Foundation
185 Oakes St SW
Grand Rapids, MI 49503
$20 WMPGG Member/$30 Non-member/$20 Student (w/student ID) or retired development professional
Tara Werkhoven

Link to printable event flyer here:  strategic-partnerships_paul-damon_november-22-2016


11:30 am – Registration & Lunch

12:00 pm – Presentation, Q&A

1:00 pm – Adjourn


Paul Damon CFP, CLU, ChFC – Family Wealth Counselor, Strategic Stewardship Partners

Paul’s heart is to see his clients capture the vision of life stewardship for advancing the kingdom of God! Paul was born June 6, 1959 in Grand Rapids, Michigan. He has lived in the Grand Rapids area for most of his life.

He entered the financial services industry in 1981 with a large national firm. Paul left that firm to start an independent financial planning firm in 1998. He wanted to be able to offer his clients a larger spectrum of financial solutions than was available with a captive company.

Over the last several years, some of Paul’s retired clients reported that their retirement was less than fulfilling. As a result, in 2006, he began the research and development of “The Purpose-Filled Retirement” Workshop, which focuses on all aspects of retirement life; not just financial preparedness. Currently, “Purpose-Filled Retirement” Workshops are offered on a regular basis.

Paul is committed to helping enhance the lives of his clients and those he comes in contact with.

Paul has been serving clients in the financial services industry as a comprehensive wealth advisor for over 30 years. Over the last five years Paul’s practice has specialized in integrating concepts of financial and life stewardship in his work with clients.

Paul attended Hope College, graduating with a double major in business administration and psychology. He has earned the advanced degrees of Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

Paul is married to Dawn. They live in Rockford, Michigan. He enjoys spending time with his family, participating in recreational activities, sports and reading.



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