Paul's primary focus is managing the process of creating personalized financial plans strategically designed to improve the probability of accomplishing each client’s unique goals and objectives. Paul’s experience is centered on developing tangible solutions for;
- Advanced Estate Planning and Asset Protection Strategies
- Charitable Giving Strategies
- Collaborative Family Wealth Planning
- Business Continuity and Succession Planning
- Executive Compensation
- Retirement Accumulation and Distribution Planning
Internally, Paul serves as a subject matter expert on topics related to Wealth Management. He remains knowledgeable and up-to-date on issues that impact our clients’ financial lives, including new regulations and law changes.
Paul graduated from Pace University, earning a Bachelor of Business Administration in Management Information Systems. He obtained the following designations;
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Private Wealth Analyst®
- Chartered Trust and Estate Planner®
Paul has been a wealth management professional since 2006. In less than two years, he began his financial services career with MetLife and became a branch manager at its Fort Lee, NJ, office. He appeared weekly as an Asset Management and Estate Planning expert on NY Radio Korea during 2008-2009 and served on an Advisory Board to Senior Market Advisor in 2011.
Paul has been married to Sandra since 1992 and telecommutes from Naples, FL. In his free time, he is an avid golfer and enjoys volunteering with his community organizations. Paul’s professional and personal philosophy can be summed up as follows: The creative mind that is constantly learning opens the path to new, powerful thinking.
Paul maintains his CFP, CPWA, and CTEP certifications and only provides administrative services to Osaic Wealth Inc. financial planners and professionals. He is not registered with Osaic Wealth Inc. and is not licensed to provide brokerage, investment advisory, or financial planning services to an Osaic Wealth Inc. client.