Lynda Paul is the owner, founder, and chief investment advisor of Sound Money Management, Inc., RIA, an independent Registered Investment Advisory firm in San Antonio, Texas. She is a Certified Financial Planner® professional and an inactive CPA. With an undergraduate degree in corporate finance from Ball State University and a master’s degree in finance and marketing from Keller Graduate School of Management, Lynda is celebrating 28 years serving the needs of her clients in a spectacular way, operating her firm as a fiduciary. Lynda believes that when it comes to choosing a financial planner, independence, trust, and competence are foundational virtues. She has helped more than 500 clients achieve their financial goals and manages millions of dollars for her clients around the country.
Over the past decades, Lynda has served several organizations in the Chicagoland area with passion and honor, including being a fundraiser for Red Nose Day, to help spread awareness and to end the cycle of child poverty, Roots & Wings, a young men’s ministry she founded in 2001 – creating the Jabez Project, Chair of the Finance Committee for the YWCA Board of Directors, and from 2011-2017, she served as an elected member of the College of Lake County Board of Trustees. Lynda founded the Illinois Hoopstars AAU Boys Basketball Program in 2001 and tallied a 97% win ratio during her years of coaching.
As a former Division I collegiate basketball player, Lynda has combined her passions for financial planning and athletic endeavors to create an inspiring and informative book about the importance of financial literacy titled Making Sound Money Moves: Financial Playbook for All Jocks – 43 Reasons Professional Athletes Have Jacked-Up Financial Lives and What You Can Learn from Their Foul Plays. Her goal for this book is “to inspire young people to improve their financial IQ and relationship with money, and to help them understand that money decisions made today will impact their future.”
Lynda is married to Cliffton Paul, Sr., a retired police officer and Navy veteran, and they have three wonderful Millennial sons: Cliff Jr., Brandon, and Darius. In her leisure time, Lynda enjoys hiking, whitewater rafting, teaching Zumba and cardio-kickboxing, and reading up on financial planning strategies while hanging out at the beach.
Lynda speaks to audiences around the country on various topics, including financial literacy, financial planning, and leaving a financial legacy. Her firm’s Form ADV is available upon request.