As Executive Vice President and Partner at FFR, Paul assumes a mentoring role for the firm's many financial advisors while also managing his own clients. He leads various growth-oriented initiatives aimed at enhancing the client experience.
With a diverse client base spanning Individuals, Entrepreneurs, Non-Profit organizations, and Small Businesses, Paul is dedicated to helping his clients achieve both personalized and strategic financial goals. His passion lies in connecting with clients, understanding their unique objectives, and devising innovative strategies to address complex needs.
Paul holds a BS from the University of Maryland, is a CERTIFIED FINANCIAL PLANNER®, and earned the title of Retirement Planning Specialist from Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania. He has also contributed his expertise for commentary on Fox, Kiplinger’s, NBC10 and thestreet.com.