As a CERTIFIED FINANCIAL PLANNER™ professional, Paul helps his clients build a plan to ensure their financial well-being. He believes in a holistic approach to financial planning, and providing a high level of service to help individuals and small businesses achieve their financial goals.
Paul began his career in finance on the floor of the American Stock Exchange in 2001. As an equity options specialist, he upheld an efficient and orderly market and actively managed a book of listed equity options on several public companies. During this time, Paul acquired an advanced knowledge of equity options. After leaving the American Stock Exchange, Paul spent 10 years trading exchange traded funds. By focusing on arbitrage opportunities, he provided liquidity and contributed to an efficient market in several international and fixed income funds. In this role he came to appreciate the efficiency of index based investment products and has an expert knowledge of the mechanics of these products.
Paul is a registered representative with and securities offered through LPL Financial, Member of FINRA/SIPC. Investment advice offered through Stratos Wealth Partners Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. is separate entity from LPL Financial.