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
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Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.
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