Paul Soriano, RFC, CDFA™
Paul serves as a Managing Partner for Coda Financial Group and holds the designations of Registered Financial Consultant (RFC. With more than 25 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 individuals, corporation and non-profits 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.
Away from the office, Paul enjoys spending time with his wife Jennifer, son Tristan and daughter Lillyanne. He also enjoys stand-up paddling, gardening, hiking, traveling, cooking, sports, and refereeing collegiate, high school, and club soccer.
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.