Paul Karlitz is a Partner at Lenox Advisors who has been with the firm since 2007. He is responsible for the growth of Lenox’s West Coast offices (San Francisco and Los Angeles) through his efforts in recruiting, sales management, training, and coaching. In addition to his duties of recruiting and developing Lenox’s Relationship Managers, Paul specializes in comprehensive estate, insurance, and asset management planning.
During his 21 years in the industry, Paul has received numerous awards for his accomplishments in the area of career development, including GAMA Intl’s prestigious CDA Award fourteen times (recently renamed: Frontline Leader Award). Paul was also awarded GAMA International’s Prestigious Brian Early Award for Frontline Excellence.
Paul challenges himself to continuously take time out to give back to both the financial industry and his very own community. Accordingly, he volunteers his time with:
- Association for Advanced Life Underwriting (AALU) – Board of Directors
- Covenant House New York – Board of Directors
- Society of Financial Services Professionals (SFSP) Los Angeles – Board Member
Paul lives in Palos Verdes Estates, CA with his wife, Jeannie, and his two sons, Lane and Jackson.
For Paul’s complete licensing information click here.