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Paul D
CFP®, ChFC®, Series 63, Series 65
Grand Rapids, MI
724 Capital, LLC
Paul Damon is a CFP® and ChFC® with 45 years of experience in the financial services industry. He is currently with 724 Capital, LLC and has held roles at Stewardship Planning Partners, Family Capital Management, and American Portfolios Financial Services, Inc. Damon owns and operates Paul Damon & Associates, Inc., providing comprehensive financial planning and asset management. He also owns Strategic Stewardship Partners, specializing in family wealth counseling. 724 Capital, LLC manages approximately $259 million for individuals, corporations, and retirement plans, offering personalized portfolio management, pension consulting, and financial planning. The firm uses a combination of model allocations and tailored strategies, employing various analysis methods and conducting regular account reviews.
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