FINANCIAL PLANNING EXECUTIVE

     Executive and Veteran with over 33 years of Professional and Entrepreneurial experience focused on empoweriPaul Agliatang individuals by Teaching Financial Independence and by facilitating a systematic plan and educational approach to financial planning. Experienced in financial concepts and principles including, risk management, cash flow, debt and equity positioning, budgeting, mortgages, insurances and investment planning. Strong relationships with a broad network of partners including Accountants, Attorneys, Estate Planners, Insurance Agents, Bankers, and Realtors to promote integrated and comprehensive solutions for clients. Excellent communication, public speaking, problem-solving, and time management skills. Ethical and values-based with focus on delivering breakthrough, tangible and intangible, results for clients. Active in Business and Professional Communities.

PROFESSIONAL EXPERIENCE

Paul Agliata is a Registered Representative of LifeMark Securities Corp.
400 West Metro Financial Center, Rochester, NY 14623, 585-424-5672, Member FINRA / SIPC.
Paul Agliata is a Mortgage Loan Officer NMLS # 1367562 with Home Point Financial NMLS # 7706
4 Gate Hall Dr, Parsippany, NJ 07054,  973-585-6100

• Initial meeting with clients to identify short, mid-and long-term life goals, concerns and develop plans that address and support such goals and concerns
• Assess client’s risk management, cash flow, debt and equity position with focus on wealth management
• Educate clients on financial strategies to increase savings, decrease debt and manage within budget
• Conduct annual financial reviews and make recommendations for increased results
• Partner with network of professionals to support holistic view of client goals and increased results
• Provide advice and counsel on key client’ decisions that impact financial plan
• Managed over $137M of Assets as an Independent IRA for approximately 150 individual accounts
• Served as Chief Operating Officer for his private practice; handled all operational duties including management and training of staff and supervision outside Registered Representatives

Broker-Dealer,Clearing House and Custodian: LifeMark Securities Corp ~ National Financial Services a Fidelity Investment Company


EDUCATION & SKILLS

•  University of Colorado, Accounting and Finance
• Graduate of the College of Financial Planning, CFP # 43814
• Licensed for Life, Health
• Mortgage Loan Originator
• Series 7, 63 and 65
• United States Air Force Veteran, Graduate of The School of Health Care and Science

ACCOMPLISHMENTS

•  Rotary Foundation Paul Harris Fellow, three-time recipient
•  Certified Martial Artist with 4th Degree Black Belt, Sytle~Isshin Ryu
•  Certified Fitness Instructor
•  Published Author
•  Accomplished Percussionist

AFFILIATIONS

•  Rotarian, 25 years
•  Active Member of Local Chamber of Commerce, 20 years
•  President of the Board of Directors for The Wilson School, Mountain Lakes, NJ
•  Church Treasurer and Youth Leader

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