Paul started his career in Financial services in 1987 with PAINE WEBBER. Paul earned a B.A. from Clark University and holds several professional licenses including: Series 7 (General Securities Representative), Series 66 (Securities Agent and Investment Advisory Representative), Series 63 (Uniform Securities State License) and the FL 2-15 License (Life, Health and Variable Annuity Agent License).
Paul holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, a Chartered Retirement Planning Counselor designation (CRPC®), while also holding his Certified Divorce Financial Analyst designation (CDFA®).
Paul works closely with high net worth individuals, retirees, divorced individuals, businesses and institutions. Paul focuses on holistic planning, capital preservation, wealth accumulation, legacy and insurance planning. Paul tries to keep things simple and straightforward with an emphasis on achieving client’s goals
Paul has coached in various local recreational leagues over the past 15 years and has been active in various charities. Paul has two sons and resides in Boca Raton, FL.