Series 7, 24, 63
Paul is detail oriented and works extremely hard to ensure clients have effective financial plans in place to help them reach their goals. His dedication to the planning process provides a substantial impact on clients and our team. Paul has a love for creating music using new technology and enjoys vintage video games. On weekends he is often found with family and friends at concerts or outdoor festivals.
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We will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with us.
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