About
Paul began his career in the investment management industry in 1986 by administering 401k and 403b plans for the Vanguard Group. Before joining Retirement Wealth Advisors Paul was a Client Advisor for high net worth clients at Mercer Global Advisors where he provided personalized advice to assist clients in meeting their unique objectives related to financial planning, investments and estate planning. Paul has been awarded the CFP®, designation as well the ChFC® and CLU® designations. In his spare time Paul enjoys playing golf and spending time at the beach with his wife Sharon and visiting their two children Ashely and Austin.
Our main office.
Retirement Wealth Advisors
235 Falon Lane East Fallowfield, PA 19320
Our other office.
9 71st Street,
Ocean City, MD 21842