CA Insurance License # 4087147
Paul is a highly experienced Financial Advisor with a career spanning over 16+ years. His expertise lies in developing comprehensive investment and retirement plans to help clients achieve their financial goals.
Prior to his advisory role, Paul spent 17 years as an International Broker, gaining invaluable insights into global markets. With a strong educational foundation in finance from St. John's University, Paul combines his financial acumen with a client-centric approach.
A lifelong New Yorker, Paul is dedicated to helping his clients achieve their financial goals. When not focused on his clients, he enjoys spending time with his wife Michelle and two children, golfing, and cheering on his favorite sports teams.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.