Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Retirement Income Planning, Risk Management Strategies, College Funding Strategies, Business Succession Planning, Estate Planning, Retirement Strategies, Financial Education
Paul is a CERTIFIED FINANCIAL PLANNER™ professional with MassMutual Greater Philadelphia. His goal is to help individuals, families, and businesses grow and realize financial success. To achieve this, Paul believes in comprehensive planning, a well-thought-out strategy, and ongoing personalized advice throughout life’s changes. This includes advice in the areas of retirement, investments, tax reduction strategies, insurance, asset allocation, estate planning, and employee benefits.
Paul holds a bachelor’s degree in Economics from the University of Delaware. As the son of a former educator, he believes in lifelong learning. He frequently provides educational seminars and strives to be an educational guide to help people make good decisions with their money. He currently holds his Life and Health insurance licenses, FINRA Series 7, 6, 63 and 65 registrations, the Certified Family Business Specialist and CFP® designations, and is a member of NAIFA (National Association of Insurance and Financial Advisors).
Since joining MassMutual Greater Philadelphia in December 2013 after working for a local bank, Paul has been recognized by his firm as a Rising Leader (2014, 2015 & 2017) a Leaders Club qualifier (2014, 2015 & 2019) and Rookie of the Year (2014).
Paul and his wife, Markie are natives of Newark, Delaware and currently reside in nearby Elkton, Maryland with their two sons, Miles and Cole. In addition to their successful careers, they are involved in their local church and many nonprofit organizations.
Check the background of this investment professional on FINRA's BrokerCheck
University of Delaware (2006-2011)
Millennial Summit Finance Committee
The Town Church Finance Committee