Focus: Insurance Strategies, Business Owners, Investment Strategies
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
Paul is the Firm Director of Advanced Markets for MassMutual Greater Pacific. He is responsible for assisting wealth advisors in the high net worth, ultra-high-net worth and business owner markets. Paul possesses broad and deep expertise in advanced estate planning and comprehensive wealth management. He is also a frequent speaker on numerous financial planning topics.
Prior to MassMutual, Paul was a Director in the Strategic and Financial Planning Department of Beacon Pointe’s Private Client Services Group, Paul provided comprehensive financial planning for the firm’s high-net-worth individuals, small business owners and corporate executives. He previously served as the Director of Financial Planning at Tax & Financial Group and was a Manager of Financial Planning at KPMG and The Ayco Company, a subsidiary of Goldman Sachs.
Paul received his bachelor’s degree in Economics from the University of Florida School of Business Administration and went on to earn a Master of Business Administration (MBA) in Finance from the University of Miami Graduate School of Business Administration. He later earned his Juris Doctor (JD) from the Syracuse University College of Law and his Masters of Laws (LLM) in Taxation from Chapman University School of Law.
Paul resides in Laguna Niguel with his wife, Treena, and two children.
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. CRN201806-214320
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650 Town Center Dr. Suite 1650
Costa Mesa, CA 92626