Paul Merz

Financial Planner

Based in Columbia, South Carolina, serves as a Para Planner for Sage, where he is known for his thorough and highly analytical approach to retirement planning. With a diverse background in large-scale manufacturing, including being in leadership roles as Chief Operating Officer, Vice President of Operations, and Plant Manager for various companies. He brings a depth of unique financial and operational expertise to planning meetings. His planning process rigorously stress-tests strategies against real-life challenges like long-term care needs, the early loss of a spouse, and market uncertainty. Paul also served 22 years in the U.S. Navy as a submariner and diving officer. He holds advanced and undergraduate degrees in electrical engineering from the Naval Postgraduate School and the University of Mississippi, as well as a bachelor’s degree in computer engineering.