As a 28 year veteran of financial services industry, Paul has served as a principal advisor to privately held businesses and their owners. Paul understands that succeeding a business is one of the most important and complex financial decisions in that business owner’s lifetime. His ability to plan well timed exits have helped result in millions of dollars in additional Value and Wealth Preservation that is added to a business owner’s net worth and legacy. Known as a “solutions provider” he focuses on developing multi-year planned exits from a business for business owners who are looking to retire or move onto a new phase of life through a sale, succession or merger. Paul not only coordinates a multi-disciplinary advisory team to help with the exit execution, but he also orchestrates an estate planning strategy to help maximize the transfer of wealth to future generations. Paul has been recognized with the prestigious “Top of the Table” award and is a recipient of NJBiz’s 40 Under 40 award. Paul was a founding member of EisnerAmper Insurance and Financial Services, LLC. While a member of the practice, he chaired the business succession, estate planning & life insurance practice. His practice has a concentration on tax reduction strategies. Paul previously chaired the AALU’s Qualified Planning Committee and is a member of their Business Insurance and Estate Planning Council. A graduate of Rutgers University, he serves as an Advisory Board Member of their Catholic Campus Ministry and is an active member of his local church. He and his wife raise their three children in the Princeton area.
Life, Health & Long Term Care Insurance Licensed Series 6, 63 & 65, Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0G84427.