Paul graduated from West Liberty State College, West Virginia, in 1980 with a Bachelor of Science in Accounting. After earning his CPA designation and working for a regional public accounting firm for three years, he left to start his own practice.
Ten years after graduation he moved back to Long Island, New York, where he co-founded LPA Associates Inc., a Financial Planning Group, with his brother Lawrence. They remained together until 2002 at which time Paul founded Professional Wealth Associates, Inc. and is currently affiliated with American Portfolios Financial Services, Inc. as its Broker Dealer.
Paul is a licensed Life and Health Insurance Agent and holds FINRA Series 6 and 63 securities registrations. Organizational memberships have included Nassau Life Underwriters Association, American Institute of Certified Public Accountants (AICPA) and the NYS Society of CPA's. He achieved the designation of Personal Financial Specialist (PFS) granted by AICPA and served on the Personal Financial Planning Committee.
Paul lectures on a number of difference financial topics, among them:
- Use of Long Term Care Insurance in Eldercare Planning
- Employer-Sponsored Qualified Retirement Plans
- The many uses and advantages of Charitable Trusts
- College Funding Alternatives
Paul was named a member of the "All-American Team" by the American Funds Group, an “Elite Advisor” by Alliance Bernstein and a member of the “Chairman's Council” by the Wood Struthers & Winthrop investment management firm. AXA, Allmerica Financial and the National Life Group have recognized him for superior service to his clients.*
*All awards and recognition are based on sales criteria.