Teaching Financial Independence
Empowering People with Knowledge
Building Your Financial House
Paul is a graduate of the College of Financial Planning, Denver Colo 1991 and was then Certified as a Financial Planner #43814. A veteran of the USAF. He is a Registered Representative of LifeMark Securities Corp. 400 West Metro Financial Center, Rochester, NY 14623, 585-424-5672, Member FINRA/SIPC Other listed entities are independent of LifeMark.CRD#1317693
Paul is a Licensed Mortgage Loan Officer NMLS # 1367562 with Home Point Financial NMLS# 7706. Corporate Headquarters: 1194 Oak Valley Drive, Suite 80, Ann Arbor MI 48108 Toll-Free: 888-616-6866. Other listed entities are independent of Home Point Financial. Paul is licensed for Life, Health and Disability and Long Term Care Insurance NJ#8625020. He is knowledgeable about fixed and variable Annuities, Estate Planning and Long-Term Care. He has a background in basic accounting. Paul follows’ the CFP 6 Steps of Financial Planning and will show you How To properly Build your Financial House from the ground up; This is a concept Paul has taught, followed and implemented for the financial success of hundreds of families over the past 33 years. Contact Paul today to begin taking the first step toward Your Financial Independence.