Paul’s emphasis is on comprehensive financial planning focusing on individuals and families to provide wealth management, retirement planning, and wealth protection through life, disability, and long term care insurance.
Paul's accomplishments include:
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Financial Consultant
- FINRA Securities Registration 7 and 66
- Life and health insurance licenses
- 24-year career as an Executive and part owner of a direct marketing fundraising business.
- Graduate of George Washington University with a degree from the Elliott School of International Affairs, majoring in Russian studies.
He and his family are involved in volunteering and raising money for the Arlington Food Assistance Center (AFAC) & Ronald McDonald House Charities.
He resides in Arlington, VA with his wife, Melissa, and Belgian shepherd, Jinx. He enjoys soccer, Pickleball and rooting for the Boston Red Sox.
1804 Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors, LLC.
California Insurance License #: 0I93113
Arkansas Insurance License #: 17127474
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
1804 Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.