top of page
Jessicabodasphotography234_edited_edited.jpg

L. Michael DePaul, RICP

Founder
 

Hi, I'm Mike DePaul. I've always had a passion for life and I know that passion won't just end when I retire.  In fact, I suspect it will only grow stronger.   That's why I created the Virtual Retirement Academy.  I want my students and clients to be able to pursue their dreams and passions well after their working days are behind them.  I know a happy retirement is possible and with hard work, the right knowledge, and a little help from a retirement pro we can all enjoy a happy, successful, fulfilling retirement.

  • Facebook
  • Twitter
  • LinkedIn
  • Instagram

My Story

When my grandfather died I was relatively new in the financial planning business. I never advised him on things like investment planning, tax planning, or estate planning. And frankly, he never asked. A few weeks after his death my grandmother called me in tears. Because of some very bad advice and my grandfather's lack of knowledge on these topics my grandmother lived the last years of her life struggling for money. As I looked over her situation it occurred to me that, even as a new advisor, had I looked at what my grandfather had done prior to his death, I would have recognized most of the problems very quickly and could have easily fixed them.

 

From that day forward, it became my mission to make sure no one else's grandparents have to suffer the same fate. I committed to helping as many people as I could achieve their retirement dreams.

Contact

I'm always looking for new and exciting opportunities. Let's connect.

123-456-7890 

QUESTIONS? GET IN TOUCH

Thanks for submitting!

LOGO VRA BG BLACK CMYK PNG_edited.jpg

©2022 by MJC Agency for Retirement Tribe. All rights reserved.

INFORMATION

L. Michael DePaul, RICP
Founder


4695 MacArthur Court
Suite 1100
Newport Beach, CA 92660

Check the background of your financial professional on FINRA's BrokerCheck.

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA)suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

 

Investment Advisory Services offered through Newport Wealth Advisors, (NWA) a CA Registered Investment Advisor. Securities offered through Centaurus Financial Inc., Member FINRA& SIPC. Centaurus Financial and NWA are not affiliated companies. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

 

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Newport Wealth Advisors, Centaurus Financial, and their affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

bottom of page