Qualifications
For more than 20 years, Paul has worked in the financial services industry in which he has acquired a variety of technical and strategic planning skills. Paul also uses his unique life experience and relationship management skills to help individuals, executives and family business owners prepare for life’s transitions, challenges and opportunities.
His personal and professional mission is to help his clients plan, implement and enjoy a successful retirement, empowering them to live for today while planning their family’s legacy for tomorrow.
Paul is focused on building trusting, life-long relationships one client at a time. He prides himself in providing wealth management advice that is sound and independent, by delivering premier service, and implementing a process-driven approach that best serves the complex planning needs of high-net-worth individuals and their families.
A constant learner, Paul earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certificate in 2005, a certification that is awarded only to those individuals who complete a rigorous course of study, dedicate themselves to maintain their technical competency, and agree to abide by a strict code of ethics.
Designations, exams and licenses
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CERTIFIED FINANCIAL PLANNER™ (CFP®)
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Retirement Income Certified Professional® (RICP®)
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Passed the FINRA Series 7 and 65 exams
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Life, health, long-term care, property and casualty insurance licensed
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CERTIFIED PORTFOLIO MANAGERTM (CPM®)
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Certified Exit Planning Advisor (CEPA®)
Personal
A devoted father to Madison and Ryan, Paul is actively involved in his daughter’s horse riding and competing schedule for SCAD which this year included Zones in Savannah and Regionals at Tyron International in Spring Mill NC. He is also involved with his son’s tennis team, Valley High playing at Singles. The family travels as much as possible, enjoying as much time together as they can.
Paul’s personal passions are muscle cars, particularly those from the 70s, and unique boats. He is particularly fond of trawlers. He loves to attend vintage car and boat shows in and around Essex, Connecticut, where he has lived for nearly 25 years. And when time permits, Paul enjoys traveling, boating, going to the beach, and hosting nice dinners with his family and friends. Paul is an active triathlete, competing in several races in the past few years. In 2021 he completed the 2021 Maryland Iron Man.
Community and civic minded, Paul has freely donated his time to provide financial education and resources to the community. Paul served a five-year stint as the State of Connecticut’s director for the Foundation for Personal Financial Education, a 501(c) (3) nonprofit organization.
