5 /5 David Sturdy: Paul helped us when we were setting up our retirement investments, life insurance and Mi529 plan. I would highly recommend Paul Knibbe
5 /5 Joie Pacini: Paul is very knowledgeable and experienced in his approach to caring for his clients. He personalizes each person for their own unique needs and goals. Paul has done a wonderful job of helping us achieve our retirement goals.
5 /5 Nate Brussee: Pauls a great guy! Very professional, Id highly recommend!
Miguel Loza Phenomenal and professional service. Extremely helpful with meticulous attention to detail with all information needed for a speedy transaction. Senior active duty military member saying thank you for your support and efficient team.
Bill Joyner Knowledgeable and very open about how and why they are making recommendations. Appreciate their unique perspective. Would recommend them to others.
Roger Thornton I have had the privilege to get to know Kevin Spencer over the past couple of years. Keven is a true professional, he clearly knows his craft, he is a teacher at heart always helping and educating people. If you have not sat down with someone to help you plan your financial future, I would recommend give Kevin a call and let him help you reach your dreams and goals.
Thomas Ensign When we retired, we rolled over our 401-k to Sapientia Wealth Management. We also sold our condo & moved to the west side of the state. We wanted to have some liquidity. Beth provided an investment strategy that provided both. She follows up with us and we receive a monthly print out of how our investment is doing.