Paul, a CERTIFIED FINANCIAL PLANNER® professional and Retirement Income Certified Professional®, has assisted families and businesses in the accumulation and preservation of capital since 1975. In 1989, Paul envisioned creating an independent financial planning practice that would serve as an alternative traditional banking, brokerage, and insurance firm. That vision resulted in Paul founding Eagle Wealth Strategies, allowing him to focus on retirees, professionals, business owners, and their families who are seeking a long-term financial planning relationship.
Paul specializes in providing his clients with wealth management, retirement, estate, insurance, and investment planning services.
A graduate of Rowan University, Paul holds a bachelor's degree in business management. In 2012, Paul received Rohrer College of Business’ Distinguished Business School Alumni Award. He was also inducted into Rowan’s Beta Gamma Sigma Honor Society.
Paul has been active in the community. He served as Chairman of the Board of Directors of the Rowan University Foundation, was a member of the investment committee for Inspira Health Systems and was a Board Chair for Underwood Memorial Hospital Foundation.
In addition to having written chapters for a Prentice Hall book, he has been quoted in the Wall Street Journal, Philadelphia Inquirer, and Courier Post on several occasions.
Paul and his wife Kathy were long time residents of Wenonah, NJ and now reside in Linwood, NJ. They have three sons who are also in the financial services industry. In his free time, Paul pursues a variety of civic activities with his alma mater and local charities. He enjoys golfing, reading, and spending time with his four grandchildren – Graycen, McKenna, Henry, and Virgil.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.