Specialties
Mr. Paul Lieu joined Calton and Associates, Inc. in 2014 after nearly twenty-seven years in the Financial Services industry. His efforts are focused on the areas of personal financial planning, estate planning, wealth transfer, and high net worth business owners, focused on Orange County. Paul understands the unique needs of his clients and provides a custom-tailored financial plan that helps solve issues related to their personal or business situation. His office has a commitment to professionalism while seeking to preserve, protect and transfer wealth according to the goals and objectives of each individual client his office has the privilege of serving.