As a caring investment professional, Paul is dedicated to helping our clients pursue their investment and financial planning objectives. He is a graduate of the University of Florida with a major in Finance. He went on to earn his Master of Business Administration degree with a specialization in Corporate Finance from Rollins College.
Paul is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association (FPA). He is also a member of the Estate Planning Council of Indian River County. Paul was recognized as a 2020 President's Club Member*. He is currently the Branch Manager for the Vero Beach Florida location.
On our team, Paul specializes in equity recommendations and allocations. He has always had a passion for investing in good growth businesses. His planning process focuses on creating and maintaining a financial plan designed to help you meet your financial needs and objectives. “Every individual has personalized goals and should have a financial plan tailored to their needs. We can help develop a detailed analysis of your entire financial situation.”
Paul lives in Vero Beach, with his wife Jennifer and their two children, Cooper and Marley. In his spare time, Paul enjoys playing golf, boating with his family and coaching Little League baseball.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
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.