Paul Neuner, Managing Director and Founding Partner of Concurrent Advisors, focuses on the group’s institutional offering. He established NEXT Retirement Solutions more than two decades ago, and its professionals are dedicated to helping people “retire their way” and working with institutions to address the many challenges of creating and running a successful retirement plan. As partner and managing director, his goal for his clients remains the same to this day – for participants to have a retirement plan so they can be fully prepared for life’s major milestones.
Paul is a national speaker on fiduciary best practices and general plan governance. He is active in several noteworthy advisory councils, primarily serving as a client advocate.
Paul began his career in institutional consulting in 1994 at A.G. Edwards & Sons in San Diego. He was a Managing Director and Investment Officer at Wells Fargo Advisors. He earned bachelor’s degrees in Finance and International Economics from Trinity University in San Antonio, Texas.
Paul is a native of Missouri and lives there today with his wife, Irene, and their children, Truman, Gerhard, Albert, Helen and David. In his free time, Paul enjoys tending to his hobby farm and vineyard.