Paul’s area of focus is helping his clients develop a sound financial strategy for the future. As Paul’s client, you will benefit from a collaborative, one-on-one relationship dedicated to identifying and prioritizing your financial goals, offering you the guidance and strategies to help meet your individual needs. The cornerstone of his practice is providing you with the knowledge and insights you need to make informed financial decisions with confidence. Paul has access to products and services from industry-leading firms that can be used to implement your plan.
Paul Heyman has been in the financial services industry for over 13 years. Prior to joining Excel Wealth Management, Paul worked as a Financial Services Representative at Barnum Financial, and prior to that, at MassMutual.
Qualified to help you work toward your goals, Paul holds his 6, 7, 63 and 65 securities registrations through LPL Financial and is licensed to sell life and health insurance, as well as, auto and home Insurance in CT, FL, MA, NY, NJ & RI. Paul has also earned a Certified in Long Term Care (CLTC®) designation.
Paul is a resident of Ellington, CT where he lives with his wife and their two sons. In his spare time, he enjoys playing golf and cheering on the Red Sox.