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. Paul served as Chairman on the Board of Directors of the Rowan University Foundation from 2012-2014.
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.
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.