Paul has been in the financial services industry since 1995, and is currently an Investment Advisor Representative with Fortis Lux Financial. He has a BS in Finance and International Business from Drexel University. Paul holds FINRA series 7 and 63 licenses along with Life, Accident and Health insurance licenses in New York, New Jersey, Connecticut, and Florida.
Paul and his team are dedicated to offering financial security to families through innovative, holistic wealth management strategies. They put the needs of their clients first, delivering unrivaled service and support throughout life-long relationships. His focus areas include: retirement income strategies, investments & accumulation, protection strategies and legacy planning.
Utilizing a team approach, our mission is to be the premier provider of strategic financial solutions. Paul’s team is committed to providing client service, combined with offering a wide range of products and services for individuals, families and business owners, which sets them apart from the competition.
In his free time, Paul enjoys spending time with his wife and three children. He is actively involved in coaching youth baseball, football and basketball teams. He enjoys playing golf, football and baseball. Paul loves to travel and spend quality time with his family exploring the world.