Our Team

Paul Finocchiaro, MS, CFP®, BPC™
Certified Financial Advisor

Paul Finocchiaro, MS, CFP®,  BPC™

Certified Financial Advisor

Paul is a Certified Financial Planner ™ with over 20 years of financial planning experience. He has held numerous Senior Wealth Management positions with Fortune 100 Companies. As an experienced Wealth Consultant, he works to provide innovative solutions to help his clients achieve their financial goals. In today’s fast moving economic conditions, Paul promotes the use of team dynamics to find individualized solutions for each Clients unique situation. Paul holds a BA from the Maxwell School of Syracuse University and received his Master of Science in Finance from State University of New York Polytechnical Institute. He also has done extensive Professional studies at other Major Universities. Paul is also a member of SOFA, The Society for Financial Awareness. For more information on Paul and SOFA, please visit SOFA.org.  Paul has lived in Florida for over 15 years and in his spare time enjoys boating, golfing and being with his family.