Paul is the founder and president of Peak Mountain Advisors established in 2012. He has over 20 years of experience in the financial industry and holds FINRA SIE, Series 6, 7, 31, 63 and 65 licenses for the states of Connecticut (resident), Massachusetts, New York, Illinois, New Hampshire, Tennessee, California, Colorado, Delaware and Florida. Paul is known for his investment strategies, estate planning, and emotional intelligence with his clients.
Paul enjoys spending time with his family and playing the bass with his life long jam buddies.