Practicing as a financial advisor since 1984, Paul's background covers accounting, financial services and insurance. He also served as tax manager for an international corporation. This diverse background enables Paul to provide clients with comprehensive wealth-building strategies designed to create, grow and protect and preserve wealth. As a certified business development coach, he works with entrepreneurs, business owners, and professionals to create better businesses and lives though a unique coaching program. Paul also lectures at Cornell University where he teaches Financial Planning and Wealth Management, Financial Accounting Principles, and Personal Financial Management.
Certified Public Accountant, CPA
CERTIFIED FINANCIAL PLANNER, CFP
Registered Financial Consultant, RFC
Business Development Coach
Adelphi University, School of Business Administration, New York
Bachelor of Business Administration in Accounting
Honors: Graduated Magna Cum Laude
Vice President, Accounting Honor
Society: National Honor Society in Business Administration
Adelphi University, Institute of Financial Planning, New York
Certified Financial Planner, December 1985
E-Myth Worldwide, E-Myth Consultant Certification Program, California
Certified E-Myth Consultant, May 1999
American Institute of Certified Public Accountants
The International Association of Registered Financial Consultants
Financial Planning Association
United Way Board Chair and Finance Committee
Local First, Steering Committee
New Horizon Financial Strategies is a Registered Investment Advisor. Certain representatives of New Horizon Financial Strategies are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.
This website is for informational purposes only and not an offer to buy or sell securities.
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.
New Horizon Financial Strategies ("NHFS") is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NHFS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of NHFS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
© The Strebel Planning Group | All Rigts Reserved 2013 - 2019