Paul G. Coluccio, CFP®

Paul is focused on providing comprehensive financial planning strategies and world class service to assist his clients in making confident decisions in the pre-retirement and retirement phases of their lives. He is driven by the financial objectives of each individual client’s unique situation. His expertise spans retirement planning, wealth management, income generation, insurance and wealth transfer strategies. With access to an extremely broad range of financial resources and products he tailors strategies to each client’s own personal set of goals.

Since starting his career in 2003, Paul has obtained his Series 7, Series 66, Series 24, registrations held through LPL Financial and a Certified Financial Planner™ designation. He advanced at a globally recognized financial firm to become a vice president and in 2010 he co-founded Rosemont Financial Group.  

Paul continues to build and maintain strong relationships with his clients and feels a deep sense of responsibility in helping them pursue their personal and financial futures.

Paul has strong ties to the Capital Region where he has lived his entire life. He is originally from Albany, NY and is a graduate of Bishop Maginn, HVCC, and Siena College.  Paul currently resides in Voorheesville where he has raised his daughters Victoria and Jessica and in his free time enjoys playing guitar and hockey.