Paul has 9 years of dedicated experience assisting clients with their financial objectives. As a Financial Professional, Paul assists individuals and families to understand their expected retirement goals, legacy planning, family needs as well as any other goals and objectives.
Paul is a graduate of Worcester State University and has a concentration in business and entrepreneurship. As a former football player and team captain, Paul understands the importance of a team mentality and working with others to maximize efficiency.
Licensed in Life, Accident, and Health insurance, as well as FINRA Series 6, 63, 65, and SIE, Paul offers comprehensive financial services to clients across the country. With a full-service one-stop-shop mentality, Paul is committed to delivering personalized financial strategies tailored to meet the unique needs of each person he serves.
Paul is not only a dedicated professional but is also a devoted husband and father of two boys. His commitment to family drives his passion for helping other families achieve their financial goals.