Paul A. Coles, CFF®, RFC®

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Paul A. Coles, CFF®, RFC®

CEO | Investment Advisor

801-683-6000

855-798-6600

As the founder and CEO of Alliance Wealth Advisors, Paul brings over 20 years of experience in helping families achieve secure and fulfilling retirements. His approach blends comprehensive planning with strategic investment management, all presented in a clear, education-focused style that has become his hallmark.

Paul began his career in financial services with a focus on retirement and estate planning, quickly earning a reputation for masterfully simplifying complex financial topics. He has served as President of the Lakeview chapter of NAIFA and as a Board Chair for Utah, marking his dedication to industry leadership. Recognized among the top 1% of financial advisors worldwide by MDRT, Paul is an Investment Advisor Representative, Registered Financial Consultant®, Certified Financial Fiduciary®, and licensed insurance producer.

A graduate of Brigham Young University–Idaho and the David Eccles School of Business, Paul lives in North Salt Lake with his wife and four children, enjoying outdoor activities like boating, surfing, biking, and pickleball.

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