Paul Glass

I believe true financial planning goes beyond investments—it requires protecting the foundation everything else is built on. As a specialist in Life, Disability Income, and Long-Term Care Insurance here in California, I help individuals, families, and business owners create strategies that secure income, protect assets, and preserve legacies. My work centers on making sure that unexpected events don’t derail carefully built financial plans.

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Over the years, I’ve developed a deep appreciation for how insurance integrates with estate, retirement, business, and charitable planning. I work closely with my clients—and often alongside their financial advisors, accountants, and attorneys—to design solutions that complement their broader strategy. Whether it’s income replacement, succession planning, wealth transfer, or funding long-term care needs, I approach every case with careful analysis and thoughtful customization.

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What sets me apart is my commitment to clarity and long-term relationships. I take the time to explain complex strategies in straightforward terms, ensuring you feel confident in every decision. I don’t believe in transactional sales; I believe in building trusted partnerships. My goal is to provide solutions that stand the test of time and deliver peace of mind at every stage of life.