Since Fortis Lux Financial has a holistic and open architectural approach to financial planning, Paul Glick was excited to join the team. As a financial services professional, Paul understands the value of being the “go to” individual who can serve the needs of his clients now and in the future. Paul finds it eminently important to not only listen but hear his client’s and prospective client’s concerns. This gives him the ability to provide workable and suitable solutions towards their financial goals.
Currently, Paul focuses his attention on the business community, the small business owner and the business professional. Furthermore, he would like to provide 401K and other retirement vehicles to business management and their employees. Paul relies on the tools he gained in the mortgage and banking industry working for UBS for 21 years. He also has his FINRA Series 6 (and will soon have his Series 63) License, along with a BS in accounting and an MBA in corporate financial management.
He enjoys sports, music and is also quite involved in helping his daughter become successful musician.