Paul serves as a Managing Partner for Coda Financial Group and holds the designations of Registered Financial Consultant (RFC), and Certified Divorce Financial Advisor (CDFA™) 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.
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.
There are several choices investors have when rolling over money from one plan to another. Since each choice has it's own implications, it is recommended that you discuss and compare all potential fees, expenses, commissions, taxes, and legal ramifications with your qualified advisor before making a rollover decision.