Education
Paul holds a bachelor’s degree from Queens College in History and has a Certificate in Financial Planning from the NYU School of Professional Studies.
Professional Skills and Licenses
Paul has obtained the CFP® certification, the gold standard in financial planning that reflects his education in comprehensive wealth management strategies and unwavering commitment to fiduciary responsibility. His credentials are further strengthened by Series 7, 65, and 24 licenses, providing him with the ability to execute securities transactions, offer investment advice, and supervise other registered representatives. The CFP® designation remains the cornerstone of Paul’s practice, enabling him to craft holistic financial solutions that integrate investment management, retirement planning, and estate considerations.
Career Highlights
As an Industry veteran with over 20 Years in Financial Markets, Paul has navigated different market cycles with the strategic patience and disciplined analysis that separate temporary market participants from enduring wealth builders. His leadership abilities were recognized during his tenure as Senior VP at a Regional Brokerage Firm. Today, Paul serves as the Branch Owner of the Boca Raton Branch Office, having transformed his
decades of experience and relationship capital into a place that prioritizes the client’s best interest.
Passions and Interests
Paul channels Warren Buffett’s principle that “if you’re in the luckiest 1% of humanity, you owe it to the rest of humanity to think about the other 99%” through his donations to Jack and Jill’s Fort Lauderdale Chapter and The Fort Lauderdale Chapter of the Links Incorporated, As a former college athlete, Paul is passionate about growing the Sports & Entertainment Division because he believes athletes possess unique perspectives and experiences that can transform them into exceptional financial advisors, either for managing their own wealth or guiding others.
