As Managing Member, Paul specializes in providing client-centered comprehensive financial advice to individuals, families and their businesses with a focus on optimizing their unique tax situations. Paul's years of experience as a Certified Public Accountant along with certifications in financial planning (PFS, CFP) provide his clients with a unique source of guidance by combining tax, investment and insurance guidance within one firm.
Prior to Knott, Richartz & Co, CPA's, PLLC and founding Old North State Wealth Management, Paul worked in the public practice of accounting with a focus on tax compliance. His career also provided direct exposure to the investment industry while he served as a Vice President and Financial Advisor with Smith Barney. Paul is currently a member and has served as past president of both the Cape Fear Chapter of the North Carolina Association of Certified Public Accountants and the New Hanover County Estate Planning Council. He is also the past Chair of the University of North Carolina at Wilmington's Institute for Tax and Investment Planning. Currently he is serving as a Board member of the Investor's Roundtable.
Paul and June Knott have been married since 1995 and have two boys. The family enjoys running the various 5K races held locally, participating in Boy Scout activities and rooting for UNCW's basketball and N.C. State's basketball and football teams.
Paul received a B.S.B.A, Accountancy degree from the Cameron School of Business at the University of North Carolina at Wilmington. His licenses include the Series 7, 63, 65, Life and Long-Term Care insurance. His North Carolina CPA license number is 23755.