Paul has 47 years of experience in the financial industry, which includes retail banking, trust and estate administration, life and health insurance, and investment advisory services. He currently works as a Consultant at Seven Bridges Wealth Advisors. He holds a Series 7 license and an APMA designation in securities, and he also has licenses in Life, Accident, Health, and Variable Annuities for insurance. Paul is fascinated by marketable securities and believes that every American can benefit from owning a piece of our economy.
Recently, he shifted from being an Investment Advisor to a Registered Staff member, where he helps younger advisors with client management.
Outside work, Paul enjoys playing volleyball and pickleball and taking care of his aquarium fish. He and his wife love spending time with their extended family, especially their four grandchildren.