Paul E. Egan
Financial Planner and Entertainment Business Manager

Telephone: (615) 277-9476   |   Fax: (615) 522-5382  |  E-Mail: click here 

Licenses & Certifications:
CERTIFIED FINANCIAL PLANNER ™ practitioner, CFP^®
Master of Business Administration
Licensed Insurance Agent
Registered Securities Representative of TrustCore Investments, Inc.
 

Paul joined TrustCore in 2006 as an account manager in the Entertainment Business Management Services division.  As an account manager he was responsible for day to day operations; which included collecting incomes, paying invoices, completing payroll, creating financial statements and maintaining general ledgers for clients.  In 2008, he joined the Planning Department where he worked closely with planners to develop financial plans, create performance reports, analyze portfolios and research investments. 

In 2011, Paul partnered with John Sayles, a financial planner and entertainment business manager, who has been at TrustCore since 2000.  John and Paul work together to better serve their clients.

For financial planning clients, Paul takes a comprehensive approach to tailor financial plans to meet each client's goals.  In creating a financial plan, he reviews investment portfolios, liabilities, cash flow, taxes, retirement needs, insurance, education needs, employee benefits and estate planning needs.  

For entertainment business management clients, Paul acts as chief financial officer.  He oversees the collection of income, the payment of invoices, the creation of tax returns, the implementation of insurance, the execution of contracts and the creation of financial statements.

Paul graduated cum laude with a B.S. in Recording Industry Management and completed his Masters of Business Administration at Middle Tennessee State University.  He holds a certificate in Financial Planning from Florida State University and is a CERTIFIED FINANCIAL PLANNER^TM  practitioner.