Paul specializes in advanced issues surrounding financial and estate planning strategies. He serves as a financial coach to his clients and their families, as well as businesses and charitable organizations. Paul’s detailed knowledge of financial planning, personable manner and strong communications skills helps to motivate his clients to effectively articulate their goals and achieve financial independence.
Paul holds his securities Series 24, 7, 63 and 65 registrations, as well as life, health and variable annuity licenses. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Life Underwriter®, and a Chartered Financial Consultant®.
As a result of his strong upbringing, Paul exudes preparedness and a strong work ethic when coaching his clients about the multitude of decisions involved in pursuing their financial goals. To better serve you and your family, Paul works diligently to build upon his extensive financial knowledge, as well as his ability to recognize opportunities and communicate ideas.
Paul lives in Naples with his wife, Neri, and his two sons, Jonah and Noah. In addition to spending time with his family, Paul enjoys reading, camping, traveling, fishing and boating.
Greater Naples YMCA Endowment Board, Chair
Greater Naples YMCA Operating Board, Member - Chair of Communications & Building and Design Committees
Bentley Village Foundation Board, Member - Co-Chair of Development & Endowment Committees
National Center for Financial Education, Certified Instructor
The Chautauqua Institution, Special Studies Faculty Member
Florida Bar Association and Board of Accounting, Continuing Education Instructor
Greater Naples YMCA Board of Trustees, Director
Greater Naples YMCA Finance Committee, Board Member
Collier County YMCA Board of Directors, Board Member
Collier County Special Olympics Steering Committee, Member and Coach