I.D. Financial

Paul Doak is the owner and director of I.D. Financial, an independent wealth management firm helping people secure their financial futures as they navigate through life’s transitions.

With nearly 25 years in the financial service industry, Paul has dedicated his life to helping clients overcome their biggest financial challenges.

He starts out every new client relationship by listening to concerns, trying to understand your needs and concerns, and simplifying the complex.

His mission is to guide his clients to financial freedom so they can live out their deepest passions and accomplish their dreams.