Paul Murray

Managing Director


Download vCard

Download PDF Bio


Fulcrum Partners LLC is deeply saddened by the passing of Managing Director Paul Murray. Paul was a loved and valued member of the Fulcrum Partners team. We ask that you please keep Paul’s family in your thoughts and prayers.

Managing Director Paul S. Murray is skilled and experienced in the design, evaluation, funding and implementation of executive benefit programs with emphasis on financial planning and related tax implications.

Prior to joining Fulcrum Partners, Paul served for eight years as Managing Director at VerityPoint, a strategic executive benefits consulting firm. He also served for ten years as a Senior Vice President of a national firm that provides consulting, third-party administration, and brokerage services for Bank Owned Life Insurance and executive benefit plans.

Before focusing on executive compensation and benefits consulting, Paul was a tax manager at the international accounting firms of McGladrey & Pullen, LLP and Price Waterhouse, LLP

Active in his community, Paul serves on numerous boards and committees, including

  • YMCA of the Foothills, Member Board of Directors
  • La Canada Presbyterian Church Elder, Financial Management Committee, Personnel Committee
  • AICPA, Cal Society of CPAs
  • La Canada Boosters (2013-2015)
  • La Canada Falcons Coach (2010)
  • La Canada Gladiators Coach (2007-2009)
Degrees, Certifications, and Registrations

Paul Murray is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. CA License #0C68473

Check the background of this investment professional on FINRA's BrokerCheck

Publications and Presentations
  • Educating plan participants regarding the benefits of nonqualified benefits plans
  • Executive benefit planning and tax accounting for financial institutions and manufacturers
  • BOLI (Bank Owned Life Insurance)