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Personalized Financial Planning & Investment Solutions in Pinellas County

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Meet Our Partners

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Your Financial Clarity Starts Here

Create Your Clear Financial Vision

Overcome Financial Fear

Financial uncertainty can cause stress and anxiety, but it doesn't have to. At Paul H. Self Financial, we help you face your financial fears head-on by breaking down complex issues into simple, manageable steps.


Through personalized financial planning, we provide clarity and guidance, so you can move forward with confidence. Whether you’re concerned about saving for the future or managing debt, our goal is to empower you to take control of your financial situation and build a secure future.

Strengthen Family Bonds

Money can be a source of tension within families, but it can also be an opportunity to bring everyone closer together. By creating a financial plan that reflects your family's shared goals and values, you can strengthen your bonds and foster open communication.


Paul H. Self works with you and your family to ensure everyone is on the same page about your financial future, reducing stress and allowing for more meaningful conversations about what matters most.

Reduce Debt, Increase Savings

Debt can feel overwhelming, but with the right strategy, you can start to take control and make progress toward a debt-free future. Paul H. Self helps you create a personalized plan to reduce debt while simultaneously increasing savings. By balancing both goals, we help you build a strong financial foundation that sets you up for long-term success. Our approach is designed to help you make smart financial decisions that lead to greater stability and peace of mind.

Schedula a Call

How to Create a Clear Financial Vision

Step 1: Schedule a Call
In just 60 minutes, we’ll get to know each other and explore your financial goals. This is your opportunity to share where you are now and where you want to go in the future. Let’s work together to understand your vision and what it will take to get there.


Step 2: Review Your Financial Vision and Action Steps
We’ll meet for about 60 minutes to review a clear financial vision tailored specifically for you. During this meeting, we'll outline simple, actionable steps that will help you achieve your goals. You’ll leave with a roadmap to financial success.


Step 3: Implement the Action Steps
We handle the heavy lifting to help put your plan into action. Our team will work with you to implement the necessary steps, providing the support and guidance you need to stay on track and make your financial vision a reality.

Meet Paul H Self | Your Financial Advisor

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Paul H. Self is a seasoned financial advisor with over a decade of experience helping clients in Pinellas County achieve financial success. As an investment advisor based in Clearwater, FL, Paul brings a wealth of knowledge and a deep commitment to helping individuals and small business owners navigate the complexities of financial planning. His approach is rooted in understanding the unique needs and goals of each client, ensuring that their financial plans are tailored to their life circumstances and aspirations.


Whether you're planning for a comfortable retirement, managing investments during life transitions, or securing your family’s future, Paul provides expert guidance every step of the way. With a focus on long-term success, he helps clients create and maintain financial strategies that are flexible enough to adapt to changes, yet strong enough to withstand life’s uncertainties. Paul understands that financial planning is not one-size-fits-all; it’s a personalized journey, and he is dedicated to helping you make informed decisions that align with your financial goals.


From retirement planning and investment management to navigating major life events such as marriage, divorce, or job transitions, Paul is here to provide the tools, resources, and strategies you need to achieve financial stability and peace of mind. His commitment to his clients goes beyond managing portfolios; it's about building lasting relationships and helping you gain confidence in your financial future.

Schedula a Call

What Financial Planning Really Looks Like!

Financial planning isn't just about numbers; it's about preparing for life's changes and setting goals that matter to you. We offer customized financial solutions for every stage of life.

Transition Planning

Significant life events like getting married, going through a divorce, changing jobs, or dealing with the loss of a loved one can have a major impact on your finances. We help you adjust your financial plan to fit your new circumstances, ensuring you're on track no matter what life throws your way.

Small Business Owners

Running a small business comes with unique financial challenges. Whether you're managing cash flow, planning for taxes, or setting up retirement accounts for yourself and your employees, we provide the financial guidance you need to succeed in both your business and personal life.

Goal Setting

Achieving your financial dreams starts with setting clear goals. We work with you to identify your short- and long-term financial objectives, from saving for retirement to building an emergency fund or paying for a child’s education. With a clear roadmap in place, we’ll help you stay on track and reach your goals.

Schedule a Consultation

Ready to take the next step in your financial journey? Schedule a consultation with Paul H. Self today! Whether you have questions about retirement planning, investment strategies, or navigating life changes, Paul is here to help you every step of the way. Let’s work together to create a personalized plan that aligns with your goals.

Helpful Resources

Explore our curated resources designed to empower you on your financial journey. From articles to tools, we provide valuable insights to help you make informed decisions.

Want to join our team?

Trusted Carriers for Your Needs

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Make a Difference

Help individuals and families achieve financial stability by guiding them through life’s important financial decisions.

Flexible Schedule

Enjoy the freedom to set your own schedule, whether you want to work part-time or build a full-time career.

Supportive Environment

Join a team of like-minded professionals who are committed to personal growth and helping others succeed.

Comprehensive Training

We provide training and resources to help you build a successful career as a financial advisor, no matter your experience level.

Unlimited Growth

With no cap on earnings, you have the potential to grow your income based on your efforts and dedication to serving clients.

Make an Impact

As a financial advisor, you’ll make a meaningful impact on people’s lives by helping them achieve their financial goals.

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Contact Paul H Self

Have questions or want to learn more about how we can help you achieve your financial goals? Reach out to us today!

Call (727) 425-6409

Office Information:
Paul H. Self
Investment Advisor Rep

Phone: (727) 425-6409
Fax: (727) 279-4619


25400 US Hwy 19 N, Ste 158
Clearwater, FL 33763

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