Client Portal

Please sign in to your account:

Email:
Password:
Forgot your password?
powered by Citrix ShareFile

Call us: (800) 748-4159


Check our background on FINRA's BrokerCheck

Paul Apodaca, EA

Tax & Wealth Advisor
Assistant Controller

Paul Apodaca

Paul, who is an avid reader, is always discovering new ways to help his clients. He sees the potential in every new relationship. When you meet Paul, it is clear he really enjoys working with clients on tax matters and investment solutions. Give him a challenge and he will find a solution. Ask him a question that is complex and he will provide an answer that is easy to understand. Paul has a real passion for exploring the details of a client's financial condition and then providing a well-rounded, holistic plan for the client's future. Helping others achieve their goals and find peace of mind is very rewarding for Paul. He has a natural knack for creating a warm and open rapport with his growing list of tax and investment clients.

In addition to his tax and wealth advisory responsibilities, Paul also holds the role of Assistant Controller for NCH. Paul oversees the firm's cash management, accounts payable, cash disbursements and bank reconciliations. He performs value-added procedures to improve processes, solidify controls and provide senior management excellent visibility of the firm's financial condition at any given moment. Paul is the consummate team player and is a well-respected associate.

Paul joined NCH in early 2014 and quickly entered the NCH University intern program. In late 2014, he obtained both his Enrolled Agent designation and a degree in Accounting from California State University, Fullerton while working full time at NCH. By late 2015, Paul accomplished passing both Series 7 and Series 66 securities examinations and he obtained insurance licenses in California, Georgia and Virginia.

In his free time, Paul enjoys spending time with friends and family, especially with his fiancée, Ashley. He also enjoys cars, cycling, going to the gym and tooling around in his beloved Jeep Wrangler.

Random Quote

MY NCH App

Download our free MY NCH App for your Apple or Android devices. It's packed with useful tax tools and information!

Client Portal

NCH clients can access our secure Client Portal (credentials required) for digital document transfer, storage and more.

Copyright 2014-2017 by NCH Tax & Wealth Advisors
Privacy Policy | Disclaimer | MY NCH App | Contact | Client Portal
INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC.
All Securities through Money Concepts Capital Corp.  Member FINRA/SIPC
11440 N Jog Rd., Palm Beach Gardens, FL  33418  Tel: (561) 472-2000
NCH Wealth Advisors and Money Concepts are not affiliated.