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 to the 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 2017, 2018, 2019 and 2020 as one of Forbes Best-In-State Wealth Advisors in New Jersey and was also named Financial Times Top 400 Financial Advisors in the US in 2015 (a London based financial publisher).
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 granddaughters Graycen and McKenna who live in New York City.
Disclosure: The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2015, roughly 1,400 applications were received and 400 were selected to the final list (28.5%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is
not affiliated with Raymond James.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who 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 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
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.