Specialties
About Me
Paul S.
Viren, ChFC, CLU, AEP® is a seasoned financial professional with extensive experience advising individuals, families, and organizations on strategic planning, wealth management, and long-term financial security. With a career built on integrity, trust, and a client-first philosophy, Paul is dedicated to helping clients clarify their goals, make informed decisions, and achieve financial confidence. Paul is the lead Advisor for the Spokane branch for Merit Financial Advisors; a team committed to delivering personalized financial strategies that address the unique needs of each client. He is known for his thoughtful approach, ability to simplify complex issues, and commitment to building lasting relationships. Paul also works closely with business owners, nonprofit organizations, and multigenerational families to design plans that support both immediate priorities and future legacies. Active in his professional and local community, Paul regularly contributes his expertise through speaking engagements, leadership roles, and volunteer service. His professional accomplishments are matched by his passion for fostering meaningful connections and empowering others to thrive financially and personally.
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Interests & Hobbies
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Credentials
ChFC, CLU, AEP
Chartered Designations
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Disclosures
pviren@meritfa.com Click to View Form CRS and other Merit Disclosures Merit Financial Advisors exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the Wealth Management Firm of the future. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC, headquartered at 80 State Street Albany, NY 12207. Merit Financial Group, LLC, Merit Financial Advisors, and PKS are separate entities and unaffiliated.