PAUL J. BEDNARSKI
CA-Licensed Private Professional Fiduciary (CLPF)
EDUCATION & BUSINESS BACKGROUND
- B.S.-Economics from The Wharton School of Business, University of Pennsylvania
- M.B.A.-Finance from The Argyros School of Business, Chapman University
- Certificate in Personal Financial Planning from UC-Irvine (250 hours)
- Certificate in Supervisory Leadership from UC-Irvine (100 hours)
- NCG-National Certified Guardian designation
- CLPF-CA Licensed Professional Fiduciary (License #134)
Mr. Bednarski’s background includes extensive financial services experience including securities portfolio management and personal financial planning. He has served as a trustee, conservator, administrator, personal representative, or guardian for various estates, trusts, and individuals in more than 60 cases. His outside interests include personal physical fitness, hiking, and digital photography. Mr. Bednarski is a native-born U.S. citizen.
OTHER ACHIEVEMENTS
- Authored and published article “What Is the Real Business of Money Management?” (South County Business Digest)
- Authored and published article “Personal Financial Planning: Modular May Be Better” (The Orange County Register-Sun Post News)
- Taught classes on securities and financial markets at the University of Phoenix
- Taught Junior Achievement microeconomics class at Foothill High School
- Taught interviewing skills classes at Experience Unlimited
- Gave presentation to a UCI School of Medicine graduating class on personal financial planning issues and topics
