For over 34 years, Paul has helped high-net-worth individuals and families create, preserve and transfer their wealth. He also provides institutional and advisory services to investment fiduciaries, including nonprofit boards, treasurers and trustees. Paul began his career in public accounting, focusing on wealth planning services for individuals and institutions. Paul has a Bachelor of Science in accounting from Merrimack College, holds the CERTIFIED FINANCIAL PLANNER™ certification and maintains his Certified Public Accountant certification, even though he is no longer practicing in public accounting. He passed the Series 7 and 66 securities exams and holds health and life insurance licenses.
