Paul, serves as Managing Partner at Coda Financial Group, brings over 25 years of enriched expertise in the financial services realm, holding the prestigious designation of Registered Financial Consultant (RFC). With a firm belief that education stands as the cornerstone for executing a comprehensive financial strategy and paving the way for a secure retirement, Paul guides clients and professionals navigating life transitions and retirement, aiming to steer them clear of costly mistakes. His adeptness equips clients with strategies to minimize tax burdens, while his tailored investment approaches focus on sustained income and fortified growth over a lifetime.
Collaborating with individuals, corporations, and non-profits, Paul diligently caters to their insurance and financial prerequisites, weaving analytical finesse with meticulous attention to craft bespoke programs aligned with clients' risk tolerance, time frames, and income perspectives.
Beyond his professional commitments, Paul cherishes moments with his wife Jennifer, son Tristan, and daughter Lillyanne. His interests span stand-up paddling, gardening, hiking, globe-trotting, culinary pursuits, sports, and the active role of refereeing collegiate, high school, and club soccer matches.
Paul’s areas of specialty:
- Helping educate Federal, State and City employees with their Pension decision
- Working with tax preparers on strategies of highly appreciated stocks and real estate
- Designing personalized portfolio for lifetime income
- Assisting clients with their retirement plan at work
- Assisting clients with stock options
- Family generational planning
1 Peter 5:7
“Just as shepherds watch over their sheep, you must watch over everyone that God has placed in your care. Do it willingly in order to please God, and not simply because you think you must. Let it be something you want to do, instead of something you do merely to make money. Don’t be bossy to those people who are in your care, but set an example for them. Be humble in the presence of God’s mighty power, and he will honor you when the time comes. God cares for you, so turn all your worries over to him.
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.