Paul’s focus is on you.
Whether you are planning for retirement, a child’s college education, a new business opportunity or just starting out, Paul can assist you in pursuing your goals. We will engage in an ongoing conversation about your needs, goals, and objectives to create a financial plan that’s right for you.
Paul’s many years of experience and involvement in many aspects of accounting and finance taught him the value of proper analysis and the application of due diligence to resolve many types of financial dilemmas.
His persistent pursuit of information on various investments provides a wealth of knowledge and experience to help his clients pursue their goals. This information is combined with the profile of the individual investor to determine a proper allocation of the various investments. While maintaining the conservative style typical of a CPA, Paul allocates his client’s portfolios according to their objectives and individual risk tolerance.
Paul has been a practicing accountant for over 40 years, and a Certified Public Accountant (CPA) for over 25 years. He received a Masters Degree in Business Administration (MBA) from Nova Southeastern University. These designations must be kept current through extensive continuing education to maintain his expertise in various areas of accounting and finance.