Paul Triano

Financial Planner | Investment Advisor Representative

CA # 0K79837

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Paul has been in the financial services industry since 2003. He is an Investment Advisor representative with Fortis Lux Financial. Paul holds FINRA series 7 and 63 licenses along with Life, Accident and Health insurance licenses in New York. He has a degree in Business Administration with concentrations in Finance and Economics from Iona College.

Paul is dedicated to building long-lasting relationships with clients and developing customized strategies that fit your needs at every life stage. He focuses on wealth management solutions, retirement income strategies, and estate planning.

Paul resides in Connecticut with his wife and two children.