Prior to his entry into the investment advisory services, Paul was sidetracked for some 25 years as an unexpected success in the printing and copying industry lead to a chain of locations throughout New York and New Jersey. It was after the sale of several locations that time allowed for a new direction in Paul’s career that more closely aligned with a goal set years earlier. Having gotten a B.S.B.A. from the University of Florida with a major in Finance, Paul has always been drawn to investment strategies.
An ardent follower of the markets, Paul entered the financial services industry in 2009 with MetLife. It was during his tenure with MetLife that he developed the skill of composing structured fact finds to comprehensively tailor clients’ solutions to pursue their retirement objectives. With many variables to consider, the vehicles utilized are critical in composing the strategy to achieve that success.
Paul has his FINRA Series 6 and 63 licenses held with LPL Financial, as well as a New York Life and Health Insurance License. He is licensed in New York, New Jersey, Pennsylvania, Wisconsin, and Arizona.
Paul is a proud father of two very special daughters. He is a competitive racquetball player and physically quite active with weekends often spent hiking through many state parks.
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