
Paul Metler, Psy.D., MBA
Financial Advisor
Paul Metler is the Investment Advisor Representative at the Ann Arbor location of C2 Private Wealth and is an insurance professional with C2 Private Wealth. He holds a Master of Business Administration from the Ross School of Business, University of Michigan, and has 20 years of experience in clinical, academic, administrative, and executive leadership positions in public and private health care systems. Paul has developed and managed several businesses in both the private and public sector, serves as adjunct faculty at Western Michigan University and has been a guest speaker and presenter on several topics related to aging within hospital, clinical, governmental, and business settings. Paul completed his doctoral training in clinical psychology and completed a postdoctoral psychology fellowship at Northwestern Memorial University Hospital, specializing in older adults. Paul is a Series 65 licensed fiduciary and is life insurance licensed in Michigan.
Paul has extensive experience working with retirees and their families, helping them cope with the financial challenges that come with aging and the retirement process. He is well-versed in the issues that arise in the aging process, including decisions regarding health care and end-of-life care. He understands and appreciates the financial, physical, psychological, and developmental challenges that often occur during the stage of life when an individual transitions from the working years to retirement. For Paul, helping his clients manage the apprehension that may result from this transition into and during retirement is extremely important and is a critical part of working with individuals planning for retirement.
Every C2 client journey starts with education.
We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.