• Gian Paolella, CFP®

    Partner, MWM, LLP

    Financial Planner, RJFS

Gian is a financial planner at Raymond James Financial Services, Inc. Gian is also a CERTIFIED FINANCIAL PLANNER™ professional, which speaks to his holistic planning approach, aimed at helping individuals and families plan strategically for their future. Gian chooses to primarily focus on investment planning, insurance planning, debt management, and retirement planning.

Before joining Raymond James, Gian held positions at Direxion Investments and MainStay Investments – New York Life Investment Management. He earned a bachelor’s degree in business from the Boston University Questrom School of Business.

Gian holds his Series 3, 7, and 66 licenses, and holds his Life Insurance; Accident, Health or Sickness; and Variable Life Insurance certifications. In addition, he holds his Series 9 and 10, which allows him to supervise sales activities at the branch.

Originally from Rhode Island, Gian resides in Madison, NJ with his wife, Alexa, and daughter Ava.

Raymond James is not affiliated with Direxion Investments, MainStay Investments, or New York Life Investment Management.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.