Paul is a 2014 graduate of Saint Joseph’s University in Philadelphia, where he majored in Political Science and minored in Economics. He graduated Cum Laude as a member of both the Political Science and Economics Honors Societies. He joined the family practice as a Registered Representative in 2015 and received his Certified Financial Planner designation in 2020 from the College for Financial Planning.
As a CFP® practitioner who doesn’t work for a Wall Street broker, Paul’s planning is never affected by a bottom line or pressure to sell a particular investment product. In fact, it isn’t about products at all, but about helping people achieve their goals.
By maintaining the Certified Financial Planner™ designation, Paul shows true commitment to his profession. Only those who have fulfilled the certification and continuing education requirements of the CFP Board can display the CFP® certification marks. When selecting a financial advisor, you need to feel confident that the person you choose to help you plan your financial future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the rigid CFP Board requirements the right to use the CFP® certification marks.
Paul is both Series 7 and Series 66 registered.
In his spare time, Paul enjoys spending time with his wife Emily, his daughter Sofia, and the two family dogs.