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Paul S
CFP®, Series 66
Rogers, AR
Crystal Oak Wealth Management, LLC
Paul Schuder Jr. is a CFP® with seven years of industry experience, currently serving as the sole advisor at Crystal Oak Wealth Management, LLC in Rogers, Arkansas. His prior experience includes roles at Hightower Advisors, Raymond James Financial Services, and S Harris Financial Group. He is also a board member of the Fort Worth A&M Club. Crystal Oak Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and business entities, with specialized services in ERISA 3(21) advisory for qualified retirement plans. The firm employs a combination of fundamental, technical, and charting analysis, and offers limited-scope pension consulting alongside traditional wealth management in a solo-practitioner setting.
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