Paul, a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional® specializes in providing clients with comprehensive wealth management, retirement and investment planning services.
Paul has assisted area 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 bank, brokerage and insurance firms. That vision has resulted in Paul founding Eagle Wealth Strategies, which allows Paul to focus on retirees, professionals, business owners and their families who are seeking a long-term financial planning relationship.
An active member of his community, Paul serves on the Rowan University Foundation Board of Trustees.
A graduate of Rowan University, Paul holds a Bachelor's degree in Business Management. On September 28, 2012 Paul received the Distinguished Business School Alumni Award of the Rohrer College of Business. He was also inducted into Rowan's Beta Gamma Sigma Honor Society. Paul served as Chairman on the Board of Directors of the Rowan University Foundation from 2012-2014.
In addition to Paul 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. Additionally, he has been recognized by Forbes magazine in 2018, 2019 and 2020 as one of Forbes Best-In-State Wealth Advisors in New Jersey.
Paul and his wife Kathy were long-time residents of Wenonah, New Jersey, but now live in Ocean City, New Jersey. They have three sons who are also in the financial services industry. With 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 and McKenna who live in NYC and Henry and Virgil who reside in Miami.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.