Oaktree Advisors
39yrs
Top advisor by experience in Coopersburg
17yrs
Paul Eichman
Financial advisor at Oaktree Advisors
Based in Coopersburg, Pennsylvania, Paul Eichman is a fiduciary financial advisor with 17 years of industry experience. Paul joined Oaktree Advisors in 2013, after a year at PKS Advisory Services. Paul holds the CFP® designation.
One of 10 advisors with offices in Coopersburg, and one of 8 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 60% of advisors in Coopersburg
Office6666 Passer Road Suite 4, Coopersburg, PA 18036
FirmOaktree Advisors
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$721,189
Advisors at the firm7
States licensed ?1 state
Services through Oaktree Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowOaktree Advisors LLCCurrent firm
- Jan 2013 – Dec 2013PKS Advisory Services, LLCPreviously
Contact Paul
(610) 882-5670Oaktree Advisors main office 6666 Passer Road Suite 4Coopersburg, PA 18036Office · Get directions LinkedIn pageOaktree Advisors
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Questions to ask Paul
Tailored to Paul’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Paul
How do I contact Paul?
Call Oaktree Advisors at (610) 882-5670 and ask for Paul Eichman. Paul works from the Coopersburg, PA office.
How long has Paul been a financial advisor?
Paul has been in the industry since 2010, about 17 years. More experience than 60% of advisors in Coopersburg.
What licenses does Paul hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Paul a fiduciary?
Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Paul paid?
Oaktree Advisors reports being paid by a percentage of the assets they manage, other fees. Ask Paul for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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