Paul provides financial planning and investment advisory services to
corporate executives, entrepreneurs, professional athletes and other high
net-worth individuals and families.
Paul attended Gonzaga College High School in Washington D.C. and went on to receive a bachelor's in Business Administration from Loyola College in Maryland in 2001. He attained his CERTIFIED FINANCIAL PLANNER™ certification through Georgetown University, and later earned CLU® and ChFC® designations from the American College, as well as the AAMS® designation from the College for Financial Planning. Paul holds Series 7, 66 (63 & 65), 9, 10 & 31 securities licenses, as well as life, health and variable insurance licenses. He is a member of the Financial Planning Association. Paul serves on the board of directors as well as the financial committee for Elizabeth Seton High School. Paul works as part of the United States Naval Academy football and basketball gameday team as a replay official. Paul is also a basketball official and member of the Maryland Basketball Officals Association.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.