Our financial advice team

Paul Epstein, Financial Advisor serving the Jericho, NY area - Ameriprise Advisors

Paul Epstein

Financial Advisor

De Vita & Associates
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Investments
  • Cash Flow Management Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

  • Bachelor's Degree Economics, Brooklyn College, Brooklyn, NY

Community participation

Head coach for DePhillips Athletic Council youth basketball.

Interests

I actively donate time to charitable causes such as autism and breast cancer awareness.

I've enjoyed playing tennis in Great Neck, NY for over 20 years and have worked with the Great Neck Parks Department.

I regularly travel to Florida in the winters to visit both clients and friends.

Entertainment Industry

We advise all kinds of individuals in the entertainment industry. We work with actors and actresses, producers, directors, stunt doubles and more. Here at De Vita & Associates, we are committed to helping you feel more confident about your financial future no matter the career path!