Paul F. Demgen, Tax, Financial Planning and Investment Advisory Principal, was a founder of CAUSEY in 1981. Paul was previously with Ernst & Young in Denver. He is a Certified Public Accountant, a Certified Financial Planner® (CFP®) and is in charge of the firm’s investment advisory services.
Paul specializes in the following areas:
- Functional – income tax planning and compliance, investment advisory services, assists individuals in the development of investment plans, and in the supervision and management of investment portfolios and personal financial planning on a comprehensive or segmented basis..
- Industries – primary emphasis on small businesses, business investment plans and personal financial planning.
Paul’s professional license: Colorado C.P.A. #003496.