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 through 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.
PROFESSIONAL DESIGNATIONS
– Certified Public Accountant, CPA
– Certified Financial Planner, CFP
– Registered Financial Consultant, RFC
– Business Development Coach
EDUCATION
– 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
MEMBERSHIPS
– American Institute of Certified Public Accountants
– The International Association of Registered Financial Consultants
– Financial Planning Association
