Paul founded his financial services practice in 1984 and works extensively in the areas of Comprehensive Fee Based Financial and Retirement Planning & Investment Management. He believes that weaving personal values, convictions, and dreams into the financial and retirement planning process leads to True Wealth, rather than just the accumulation of material assets. Many advisors provide investment management services, however Paul integrates them into a total wealth management offering. Paul considers himself a "Financial Lifeguard".
Paul provides his clients financial, investment, and estate planning strategies that work together to support their unique needs and objectives.
A resident of South Florida since 1974, Paul resides in Coral Springs, Florida with his wife Diane of over 32 years. Paul and Diane have 2 grown children and one grandchild.
Paul is also an avid musician/guitarist who continues to compose, record, and perform. Since 2002 he has been one of the lead guitarists in the music ministry at his home church, Calvary Chapel Ft. Lauderdale.
Paul offers financial planning and advisory services through LPL Financial, a registered investment advisor.
GETTING TO KNOW PAUL
Favorite Food: Seared Ahi Tuna
Favorite Quote: “Don’t stop believing”
Favorite Holiday: Thanksgiving through New Years
Favorite Movie: Schindlers List
If Paul could meet anyone, past or present: Jesus
What motivates Paul: Finishing strong
Place I would most like to visit: Israel
Something on Paul’s Bucket List: Live to see my “great” grandchildren
Biggest Accomplishment: Raising a family
