Paul S. Devore

Paul S. Devore

CLU, CFP®

Phone: 818-609-7575
Fax: 818-609-0185
E-mail:

Chief Executive Officer – FMS Financial Partners, Inc.

President – Pacific Insurance Management Corporation

  • Advisor to private and public corporations, business owners, physicians and executives on financial and business matters and employee benefit issues.
  • Serves as a consultant to CPAs and law firms in the areas of wealth accumulation and preservation planning, life, health and disability insurance, retirement planning and investment management.
  • A seasoned professional with over 40 years experience in the financial planning industry.
  • Author of over 400 articles in various journals, periodicals, books, and newsletters.
  • Served for 12 years as an advisor to the California State Senate Corporations, Insurance and Banking Committee.
  • Listed in Who’s Who in Finance and Industry, Who’s Who in the  West, and Who’s Who in California.

Education
B.S. with honors, UCLA
M.B.A., UCLA
Chartered Life Underwriter (CLU)
CERTIFIED FINANCIAL PLANNER ™ professional
Registered FINRA General Securities Principal*

Featured Speaker
Million Dollar Round Table
American Society of CLU & ChFC
National Association of Life Underwriters
International Association of Financial Planners
Institute of Certified Financial Planners
California CPA Society
American Bar Association
American Bankers Association
California Association of Realtors
American Medical Association
American Legal Administrators Association
California Association of Financial Executives
Various life insurance companies
Various national and international conferences, conventions, and educational forums
TEC International
Vistage International

Taught classes at colleges including UCLA, as well as to bankers, attorneys, CPAs, financial planners and other professionals.
 

 

Current Board Services
Advisory Board of Directors - Partners Financial
Director, National Tourette Syndrome Association
Director, Cherry Cove Yacht Club
Director, FMS Financial Partners, Inc.
Member, Education Advisory Board - EMS/OFL/OFY
Member, Options for Youth-California, Inc.

Former Board Services:                                                                                                 
Chairman, National Tourette Syndrome Association
Chairman, Advisory Board of Directors - Partners Financial
President, Southern California Tourette Syndrome Association
President, San Fernando Valley Life Underwriters Association
President, Westside Estate Planning Council
Chairman, UCLA Chancellor's Honor Roll
Trustee, UCLA Foundation
President, Alpha Kappa Psi National Business Fraternity

Additional Current Memberships: 
BEI Network of Exit Planning Professionals
Society of Financial Services Professionals
National Association of Insurance and Financial Advisors
Association for Advanced Life Underwriting
Vistage - An International Organization of CEOs
CLU Golden Key Society
Catalina Island Conservancy
The international Forum
Small Giants Community
                                                                                                           

Registered Representative and Investment Advisor Representative with NFP Securities, Inc. 

CA Insurance License #0331784