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Paul E

CFP®, Series 63, Series 65

Naples, FL

Cetera

Paul Ewing is a CFP®-designated financial advisor with 42 years of industry experience, currently affiliated with Cetera. His career includes long-term roles at Prosperity Advisory Group, Prosperity Network of Advisors, and multiple related entities. Outside of his advisory work, he is the founder and volunteer director of Living Waters Christian Canoe Ministry and serves on several nonprofit advisory boards. Cetera is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kimberley C

Series 66

Naples, FL

Cetera

Kimberley Claussen is a financial professional with two years of industry experience, currently affiliated with Cetera in Naples, FL. She holds a Series 66 credential and has worked at Cetera Advisors and Prosperity Advisors LLC, where she is also engaged in financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers diverse portfolio management options and financial planning services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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