Paul Soriano, RFC, CDFA™, ChFEBC℠

Paul Soriano, RFC, CDFA™, ChFEBC℠

Paul Soriano, RFC, CDFA™, ChFEBC℠
Managing Partner

Phone:  808-441-6409
Fax:  808-237-3361
E-mail: paul@codafinancialgroup.com

Paul serves as a Managing Partner for Coda Financial Group and holds the designations of Registered Financial Consultant (RFC), Certified Divorce Financial Advisor (CDFA™) and Certified Federal Employee Benefits Consultant (ChFEBCSM). With more than 20 years of experience and training in the financial services industry, Paul believes that education is the key to successfully implementing a comprehensive financial game plan and preparing for retirement.  He assists clients and other professionals who are retiring or experiencing a life transition. With his guidance, clients can potentially avoid taxing and penalizing mistakes. It is not unusual for Paul's clients to learn strategies on how to help reduce their taxes. Paul is experienced in customized investment strategies designed for lifetime income and protected growth. 

Paul works with corporations and non-profit organizations, as well as individuals to help ensure that their insurance and financial needs are met.  His analytical skills, together with his attention to detail, allow him to structure programs that are suitable for clients from a risk tolerance, time horizon and income perspective.

As a CDFA™, he examines and analyzes the financial issues of a divorce, providing his clients and their lawyers with data to help strengthen their case. By offering valuable insight into the pros and cons of different settlement proposals, Paul helps his clients avoid the common financial pitfalls of divorce.

As a ChFEBCSM, he assists federal employees with their benefits while they are working and into retirement. 

Away from the office, Paul enjoys spending time with his wife Jennifer, son Tristan and daughter Lillyanne.  He also enjoys stand-up paddling, golfing, hiking, traveling, cooking and refereeing soccer.

 

 

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

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