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