Paul Green

Paul has over 18 years of experience in the financial services industry helping his clients meet their retirement objectives. He works with both individual and small business clients in the areas of retirement planning, and business planning.  Paul has the ability to offer a wide range of financial products and services including insurance, annuities, investment products (stocks, bonds, and mutual funds) and managed accounts to help meet his client’s retirement needs.


Civic and Community Affiliation:

  • Vice President of Men of Holy Family Catholic Church
  • Economic Development Commission investor
  • Member West Orange Chamber of Commerce
  • Member Central Florida Hotel and Lodging Association
  • Ocoee Youth Soccer League



  • Bachelor of Science in Business Administration at Cal State San Bernadino
Phone 407-926-6800