Paul helps high net worth clients achieve their goals and objectives related to wealth accumulation, protection, and distribution by applying a special blend of knowledge, experience and skill. He began his career in finance approximately 25 years ago and has helped hundreds of clients over the years. Prior to joining Magnus Financial Group, Paul was a Managing Director and Wealth Management Advisor affiliated with the Northwestern Mutual Wealth Management Company. While there he achieved various professional honors and was recognized for his consistent top-level performance. Paul earned his Bachelor of Business Administration in Banking and Finance while attending Hofstra University. While there, he was a student athlete playing golf all four years competing at a Division I Level. His commitment to higher learning has allowed him to not only differentiate himself from his peers but significantly advance his competency, knowledge and skill set. He holds the CERTIFIED FINANCIAL PLANNERTM professional certification, his Life/Health Insurance licensing and previously maintained securities Series 7, 63, 66, 55 and 26 registrations. He is currently working toward a professional ACCREDITED ESTATE PLANNERTM (AEP®) and the Chartered Financial Consultant® (ChFC®) designations. Paul resides in Montclair, NJ and enjoys staying very active. His passions include fitness, travel, golf, and most of all quality time with his two children.
Paul helps high net worth clients achieve their goals and objectives related to wealth accumulation, protection, and distribution by applying a special blend of knowledge, experience and skill. He began his career in finance approximately 25 years ago and has helped hundreds of clients over the years.
Prior to joining Magnus Financial Group, Paul was a Managing Director and Wealth Management Advisor affiliated with the Northwestern Mutual Wealth Management Company. While there he achieved various professional honors and was recognized for his consistent top-level performance.
Paul earned his Bachelor of Business Administration in Banking and Finance while attending Hofstra University. While there, he was a student athlete playing golf all four years competing at a Division I Level. His commitment to higher learning has allowed him to not only differentiate himself from his peers but significantly advance his competency, knowledge and skill set. He holds the CERTIFIED FINANCIAL PLANNERTM professional certification, his Life/Health Insurance licensing and previously maintained securities Series 7, 63, 66, 55 and 26 registrations. He is currently working toward a professional ACCREDITED ESTATE PLANNERTM (AEP®) and the Chartered Financial Consultant® (ChFC®) designations.
Paul resides in Montclair, NJ and enjoys staying very active. His passions include fitness, travel, golf, and most of all quality time with his two children.
What are the core components of a financial plan?
Alice came to a fork in the road. “Which road do I take?” she asked. “Where do you want to go?” responded the Cheshire Cat. “I don’t know,” Alice answered. “Then,” said the Cat, “it doesn’t matter.” It may be a memorable scene from the make-believe world of Alice in Wonderland by Lewis Carroll, but […]
