Paul has been helping clients achieve their financial goals since 2008. He starts by conducting a confidential and comprehensive review of your current financial situation. Paul’s experience includes institutional and individual investment management, risk management through life insurance, disability income insurance, long-term care insurance, college funding, retirement income design and estate planning.
With Paul’s help you will become more confident in knowing what you own and how the pieces of your financial assets fit your near and long-term plans.
Paul is a Chartered Financial Analyst (CFA) and a member of the CFA Institute as well as a Registered Representative and Investment Advisory Representative with Ameritas Investment Company, LLC and Ameritas Advisory Services respectively.
Check the background of Ameritas Investment Company, LLC or our investment professionals on FINRA’s BrokerCheck.
*Representatives offer products and services using the following business names: Acacia Financial Advisors, LLC – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Acacia Financial Advisors, LLC or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.