Why We Do What We Do
We Use Three Decades of Market Knowledge.
We use our knowledge and modern financial instruments as integral components of our
proprietary portfolio strategy
to empower our investors in achieving their ideal lifestyle.
We do this through three wealth building pillars:
Education
We believe a strong wealth management curriculum is key in assuring our investors are well informed about their investments.
Blueprint
Our unique Blueprint leverages modern financial vehicles and platforms, enabling our investors to reach their monetary objectives.
Opportunities
We focus our efforts on vibrant growth sectors such as opportunities in domestic energy, real estate, foreign and domestic business projects.
Paul W. Haarman
Founder and Managing Director
Paul is a seasoned entrepreneur, former wealth advisor and private equity investor with more than 30 years of experience in high-net-worth wealth blueprinting.
Paul’s past designations include Registered Financial Consultant (RFC), Certified Wealth Preservation Planner (CWPP), Registered Mortgage Advisor (RMA), and Certified Mortgage Planning Specialist (CMPS). He has also produced and hosted a weekly radio show, The Shift Economy, on Austin’s Talk Radio 1370. Paul’s mission is to foster financial literacy. His visionary perspective on wealth management has made him one of the most sought-after financial advisors in the industry.
As an entrepreneur and investor, he brings a proven blueprint, vision, and network of relationships to the private investment arena.
Our Team
Lynn Stokes
Vice President
Lynn facilitates efficient relationships between clients, institutions, and related organizations. As senior client relations manager, Lynn also oversees all levels of investment communication.
My favorite quote
Limitations live only in our minds. But if we use our imaginations, our possibilities become limitless.
Kelvin Ching
Director of Client Strategy
Kelvin works directly with our global community of clients to facilitate planning and strategic positioning.
My favorite quote
You can never cross the ocean until you have the courage to lose sight of the shore.
Fred Sarhadi
VP Information Technology
Fred is responsible for oversight and design of internal information including internet applications, design, and implementation affecting client experience.
My favorite quote
Your time is limited, so don’t waste it living someone else’s life.
Ann Place
Executive Assistant
Ann provides primary support to the managing directors as well as other support staff. Ann's duties and responsibilities include scheduling and managing meeting and travel calendars for domestic and international affairs.
My favorite quote
The most difficult thing is the decision to act, the rest is merely tenacity.
Years in Service
Success Stories
Network Partnerships
$M Deployed
What Our Investors Say
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Ellen O.Resident of Kaneohe, HIShift Capital offers me access to investment strategies not available to the general public. With guidance
and support that I continue to receive from the Shift team, I now have a clearer vision
for both my future and how I am going to get there. -
Rolfe & Charlotte W.Resident of Beach City, TXOur total experience with Shift Capital has been an absolute joy. We are now more comfortable with our finances
than ever before in our lives. We expect to do extremely well throughout our
retirement, no matter how long we shall live. -
Katherine OResident of Kaneohe, HIThanks to the Shift team, I have increased my level of financial literacy, become more financially self-empowered,
and my financial bottom line has benefited significantly. I recommend them to all
who are ready to take financial control of their lives. -
Victor L.Resident of Passchristian, MSShift Capital has been a Godsend for my retirement. It all boils down to growing my retirement fund
whether it's growing or not - the resounding answer is YES. I would recommend the Shift blueprint
that so people can feel comfortable in their retirement.