About
Paul
Paul specializes in creating tailored financial plans that align with his clients’ long-term goals. With a foundation in financial planning and retirement counseling, he provides holistic and personalized guidance to help individuals and their families achieve financial security and peace of mind. With a tenure in both the wirehouse and banking channels, Paul brings experience in wealth management, investment strategies, and financial advisory services.
Paul serves on the board of the Regent Square Civic Association, engaging local residents and businesses by organizing events and advocating for community interests.
Outside of work, Paul enjoys cooking, hiking, golfing, and spending time with his wife and English bulldog, Murphy.
Education and Professional Milestones
-Syracuse University – bachelor’s degree
Paul specializes in creating tailored financial plans that align with his clients’ long-term goals. With a foundation in financial planning and retirement counseling, he provides holistic and personalized guidance to help individuals and their families achieve financial security and peace of mind. With a tenure in both the wirehouse and banking channels, Paul brings experience in wealth management, investment strategies, and financial advisory services.
Paul serves on the board of the Regent Square Civic Association, engaging local residents and businesses by organizing events and advocating for community interests.
Outside of work, Paul enjoys cooking, hiking, golfing, and spending time with his wife and English bulldog, Murphy.
Education and Professional Milestones
-Syracuse University – bachelor’s degree