The Type B Financial Plan is not your traditional financial planning book. Paul saw a need to help middle class people that had one or two financial questions or just wanted to start planning, but did not need a full, complex financial plan at $2,000 or the sales pitch that many brokers and financial planners deliver.
Paul R. Walters, CPA wrote The Type B Financial Plan to help people get inexpensive, independent financial advice and answers to their immediate financial questions. He strives to relieve some of the stress and anxiety that unanswered money questions can cause.
After enjoying a busy career as a Chief Financial Officer with several hospitals and healthcare organizations across the country, Paul understands how important your time is. He also understands the personal finance issues that people face every day. Paul enjoys using his accounting and finance experience to help clients improve their financial situations and answer their financial questions. More importantly, Paul loves using his teaching experience to explain his suggestions so his clients can move on to other important things in life.
Certificate in Financial Planning - University of Georgia
BS Finance - University of Idaho
MBA - Northern Arizona University
Certified Public Accountant - Active license in California since 2006
Paul and his wife, Maryandra, enjoy living in Auburn, California. When not working or tending to the every whim of their cat, Chloe, Paul and Maryandra enjoy stand-up-paddle boarding, exercising, and driving windy roads in their Mazda Miata with the top down. Life is good! Two of their four grown children live in Tucson, Arizona while the other two live in Northern California.
"The most powerful force in the universe is compound interest." Albert Einstein