Paul is primarily focused on providing comprehensive financial planning strategies and world class service to assist his clients in making educated decisions in the pre-retirement and in-retirement phases of their lives. He is driven by the financial objectives of each individual client’s unique situation. His areas of concentration include retirement planning, wealth management, income generation, insurances and wealth transfer solutions. Paul has access to an extremely broad range of financial strategies and products that can be customized for each client’s own personal set of goals.
Since making the decision to pursue a career in financial planning 12 years ago, Paul has obtained his Series 7, Series 66, Series 24 through LPL Financial and life/health licenses. Before becoming one of the founding members of the independent financial services firm, Rosemont Financial Group, he held the position of Vice President at a globally recognized financial services firm. He has also achieved the industry recognized designation of Certified Financial Planner™.
Paul continues to build and maintain strong relationships with his clients and feels a deep sense of responsibility in helping them pursue their financial futures.
Paul has strong personal and professional ties to the local community. He is originally from Albany, NY and currently resides in Voorheesville, NY with his daughters, Victoria and Jessica. He has earned degrees from HVCC and Siena College.