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.

 

NPC does not provide tax or legal advice. This information is general in nature and should not be construed as tax or legal advice. Tax and Estate Planning Services offered thru third party.

Please consult your independent tax and/or legal adviser for guidance on your particular situation.

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 through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Coda Financial Group and NPC are separate and unrelated companies.

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