Focus: Insurance Strategies, Investment Strategies, Financial Education, Estate Planning, Risk Management Strategies, Business Succession Planning, Charitable Giving, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Business Owners
Paul joined Commonwealth Financial Group in 2011. Prior to that, he worked at Fidelity Investments for 10 years.
Paul’s mission is to help families and business owners live up to their maximum financial potential while simultaneously protecting their family, assets, and lifestyle. He specializes in broad-based financial planning and provides total financial needs analysis. Paul’s areas of expertise include advisory services, retirement savings analysis, income planning strategies, and protection/insurance solutions.
Paul has held the Certified Financial Planner® designation since 2003. He holds Series 7, 63 and 65 FINRA registrations and Life and Health insurance licenses.
Paul is a graduate of the University of New Hampshire. He resides in Merrimack, NH with his wife, Jennifer, and their three children. In his spare time, Paul is an avid cyclist and enjoys competing as a member of the State 9 Racing team.
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43 Constitution Drive Suite 201
Bedford, NH 03110