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Paul J Di Palma, Private Wealth Advisor serving the Warwick, RI area - Ameriprise Advisors

Paul J Di Palma

MS, CFP®, CRPC, ChFC®, CLU®

Private Wealth Advisor

PathView Wealth

An Ameriprise Private Wealth Advisor

27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
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
  • Women's Financial Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • Bryant University, Bachelor of Science, 1990
  • Boston University, Masters of Science, 1994

Awards & recognition

  • Ameriprise Circle of Success, 2006-2008, 2011
  • Five Star Wealth Manager, 2014-2024
  • PathView Wealth, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

  • Major, United States Marine Corps Reserve (Retired)

Interests

  • Time with family and friends.
  • Exercise and outdoor activities.
  • Aikido
  • Travel and site seeing.