is an independent financial advisor with over two decades of experience guiding individuals and small businesses through every stage of their financial journey. Specializing in retirement planning, wealth management, investment strategies, and tax solutions, Paul offers an approach that combines deep financial expertise with a genuine commitment to client relationships.

Paul’s credentials-including Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and a Master of Business Administration-reflect his dedication to professional excellence and continuous learning. He is also licensed with FINRA Series 7 and Series 66, ensuring clients benefit from the highest standards in the industry.

Known for his calm, steady approach, he serves as an anchor for clients, helping them to stay focused on their long-term goals. His services include tailored financial planning, comprehensive asset management, college and retirement planning, risk management, and independent insurance solutions for life, disability, long-term care, and annuities.

With a client-focused philosophy every financial plan is personalized, inclusive, and designed to adapt to life’s changes-whether preparing for retirement, managing significant assets, or navigating transitions. With a reputation for clarity and thoughtful guidance, he empowers others to achieve lasting financial security and is looking to help others.