Testimonials

KCB Advisors - Our Philosophy and Beliefs

 

Recognized Leadership Strength and Trust
◊ Independent Advisor  ◊  5+ Years Experience  ◊ Access to Over 50 Companies Products ◊  Highly educated professionals  ◊  Private and Confidential	◊   Registered Fixed and Variable Products ◊   Multi-Industry Access ◊  Full-Service Staff ◊  Caring Attention to Details ◊  Quality Never Sacrificed

Paul Kaldy's Background

Born in Youngstown, Ohio, Paul entered the military immediately after high school.  This began his nine-year naval career in Aviation Electronics, earning him a B.S. degree from Embry-Riddle Aeronautical. Paul’s additional education has been gained through international experiences, having visited over twenty countries.

Paul’s dedication to his career has been recognized by having received various Naval Achievement Medals for leadership.  Having completed his tax preparation training through the military, he now provides tax preparation services for individuals and small business, as well as consulting.

Paul is currently pursuing a Masters Degree in Financial Services through The American College.

Paul was a junior associate with SecureMoneyMasters out of Bristol TN.  He spent over 4 years being mentored in the financial advisory business by Sam Ross and Phil Rust.  In January 2010, Paul started his own financial practice in Elizabethton, TN.  He

Paul resides in Elizabethton, TN, with his three children and  takes an active role in education, sports and community events.