Paul has been in the financial services industry for over 20 years, specializing in retirement plan consulting for corporate and nonprofit defined benefit plans, including 401(k) and 403(b) plans. Paul’s focus is on educating 401(k)/403(b) participants on investments, the benefits of saving for retirement through company sponsored plans, and helping clients navigate “from hire to retire”, the cornerstone of his practice is providing others with knowledge and insights needed to make informed retirement planning decisions with confidence.
In addition to his expertise with these participant-driven plans, Paul has access to other products and services from industry-leading partner firms that can be used to augment the participant experience outside of the retirement plans. Paul can work one on one with clients and participants to establish financial goals, and develop a strategy to help achieve those milestones.
Paul is qualified to help those employees and employers work toward retirement goals. Paul holds his Series 6, 7, and 63 Securities registrations through LPL Financial. Paul holds his Series 65 Investment Advisory Registration with Excel Wealth Management, LLC. Paul is licensed to sell life and health insurance, as well as auto and home Insurance in CT, FL, MA, NY, NJ & RI. He has also earned a Certified Plan Fiduciary Advisor and Certified in Long Term Care (CLTC®) designation.
As a long-term resident of Ellington, CT where he lives with his wife and their two sons, he understands the needs of the community, and prides himself on service and the ability to connect with a lot of different audiences. When he is not working, he enjoys playing golf and cheering on his favorite New England sports teams.