
New Member
Drew Paul has served the financial services industry since 1995. He has Series 4, 7, 24, 53 and 66 licenses in addition to an Ohio Life, Accident and Health license. In 2021 after many years managing advisers, Drew relocated to his hometown of Wooster, OH to advise clients bu opening his own firm, Fusion Planning LLC. Drew dedicates himself to collaborating with his clients to design customized solutions that address growth, asset protection, income generation and wealth transfer. He specializes in retirement income planning for pre-retirees and those who need guidance already in retirement. As a graduate from the University of Dayton with further education from American University - Kogod School of Business where he focused on entrepreneurship and consulting, Drew capably provides business owners with no-nonsense advice that can help with day-to-day operations or aid constructing a business exit strategy. Drew actively participates in his community serving on several nonprofit boards and running for Wooster City Council-At-Large. He enjoys watching sports from the stands, trivia and spending time with family, friends, and his 14-year-old dog, Charlize.
Member Since: 2025