Paul is a Certified Public Accountant and MBA graduate, and has been a licensed consultant in the financial services industry for over 13 years. He specializes in personalized, tax-free retirement planning with strategies that both eliminate risk and position the client to grow their money. Paul initially completes a detailed financial analysis and then makes recommendations to meet the long term financial retirement goals of the client. “When it comes to a secure and happy retirement, as a CPA I know it’s all about the numbers”!