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We service clients in multiple states. Physical Locations in Florida, Georgia, & Alabama.

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Paul Vogel

Paul Vogel

Financial Advisor

Paul Vogel is a proud graduate of the University of South Carolina, where he earned a Bachelor’s in Interdisciplinary Studies and Business in 1984. While Paul studied, he played college football for four years. 

Paul has 35 years of experience in the financial industry and holds a series 7 license, series 63 & IAR license with LPL Financial and a Florida Life & Annuity variable agent license. 

He is passionate about helping guide clients with their retirement, tax planning, business retirement plans, family finances, and investments. He also enjoys explaining industry terms, such as IRAs, Roth IRAs, ETFs, stocks, mutual funds, fixed annuities, and asset allocation to simplify the nuances of financial terminology for his clients. 

Outside of Paul’s professional interests, he is an avid football and soccer fan. You can find his eyes glued to the TV whenever there’s a big game. He also loves to scuba dive in the bright blue Florida waters.

Paul is passionate about giving back to his community. Therefore, he is a volunteer for Metropolitan Ministries, where he helps organize food deliveries. 

You can reach Paul at paul@u-vestfinancial.com to inquire about his financial planning services.