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Paul's Story

Paul is a CERTIFIED FINANCIAL PLANNER™ (CFP®) expert who follows the highest ethical guidelines as a fiduciary to his clients to ensure that financial planning suggestions are in your best interests.  One of his specializations as a financial planning expert is Retirement Planning. He earned the accreditation of Charted Retirement Planning Counselor (CRPC®), demonstrating his desire to learn about people's requirements both before and after retirement.

In addition to assisting families and individuals, he also works with business owners who need help selecting a retirement plan (401k, SEP, and others) for their company(s) and employee(s). He is a Chartered Retirement Plans Specialist (CRPS), which means he helps organizations establish, implement, and maintain retirement plans.

As tax laws and methods evolve, Paul helps clients prepare by applying tailored strategies to assist with tax planning and preparation as part of the entire implementation of a personalized financial strategy.

He remains committed to expanding his knowledge and improving relationships with clients by instilling value and confidence. Paul's long-term customer relationships benefit from his constant evolution in the ever-changing complex financial matters.

Paul also enjoys boating with family and friends in South Florida, particularly in Key Largo, FL. He has two daughters and four dogs.

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