Paul T. Tourville CMFC, CASL®
CA Insurance License #0D19915.
- Direct: (414) 369-6623
- Investment Advisor Representative of Great Valley Advisor Group, a registered investment advisor.
- Founding Partner of Next Level Planning & Wealth Management
Next Level Specialty
- Senior RetireU Presenter
- Financial Planning
- Advanced Retirement Income Strategies
- Advanced Estate Planning Techniques
- Resides in Hartland, Wisconsin
- Family: Wife, Kelli; sons, Landon and Bric
- Bachelors of Business Administration in Finance with an Emphasis in Financial Planning at the University of Wisconsin, Whitewater.
- Chartered Mutual Fund Counselor
- Chartered Advisor for Senior Living (CASL®)
- Society of Financial Services Professionals