Serving Centerville, Falmouth, Martha's Vineyard, Mashpee, Plymouth, Sandwich and Wareham
Paul brings extensive financial planning and comprehensive wealth management experience. He is registered in investments and licensed in annuities, as well as life and long term care (LTC) insurance. Paul has been in the financial services industry for over thirty-two years and is experienced at helping clients achieve their financial goals.
Paul holds a bachelor’s degree in Economics from The University of Massachusetts Amherst. He resides in Falmouth and is actively involved in the community, volunteering with Big Brothers Big Sisters of Cape Cod. Paul enjoys boating, skiing and cycling.
Whether you’re changing jobs, planning for retirement, a college education or to leave a legacy behind, it makes sense to speak with Paul first.
Qualifications
- Series 7: General Securities Representative
- Series 66: Registered Investment Advisor Representative
- Annuities, Life and Long Term Care Insurance
Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape Cod 5 Investment Services is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
| • NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • |
