Paul A. Coles, RFC®️
CEO | Investment Advisor
Paul is the founder and CEO of Alliance Wealth Advisors. He has 15 years of experience guiding individuals to and through retirement through education, financial planning, and investment management.
Paul began his career in the financial services industry specializing in complex retirement and estate planning. He has been widely recognized as an industry leader for his keen ability to explain complex topics in a simple manner while teaching simple applications.
Throughout his career, Paul has served as the president of NAIFA (The National Association of Insurance and Financial Advisors) Lakeview and as a chairman on the board for the state of Utah. He has also been recognized as being amongst the top 1% of financial advisors in the world through MDRT. He is an investment advisor representative, a Registered Financial Consultant and is a licensed insurance producer.
Paul graduated from Brigham Young University - Idaho and the University of Utah’s David Eccles School of Business in Administration with an emphasis in Finance and Accounting.
Paul is married with 4 kids and they reside in North Salt Lake, Utah. Paul and his family enjoy boating, biking, camping, and hiking.