Financial Consultant@ united-states-department-of-defense
Tampa, Florida, United States
Paul Finocchiaro
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Syracuse University - Maxwell School
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FlashIntel GPTPaul Finocchiaro is a Certified Private Wealth Advisor with 15.1 years of experience in wealth management, estate planning, retirement planning, investments, and mutual funds. Based in Tampa, Florida, he has a strong analytical background and extensive client management expertise. Paul is skilled in providing superior client service and providing comprehensive financial solutions. He is known for his excellent client communication and relationship building abilities, as well as his ability to identify opportunities and execute profitable results. Paul is a dedicated and ethical producer, adept at achieving bottom line successes through team dynamics and self-directed effort.
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About
Certified Private Wealth Advisor with strong analytical training and substantial client management expertise in both financial instruments and financial control. Advisory skills providing superior client service and comprehensive need-based financial solutions. Extensive experience in client communication and relationship building. Skilled at identifying opportunities and executing profitable results. Dedicated, ethical producer adept at achieving bottom line successes through both team dynamics and self-directed effort. Specialties: Certified Financial Planner, Certified Private Wealth Advisor, Certified Trust Financial Advisor, Register Financial Consultant, Accredited Investment Fiduciary
...See MoreWork Experience
Financial Consultant
Armed Forces
Paul Finocchiaro's Professional Milestones
- Vice President-certified Private Wealth Advisor (2008-09-01~2012-07-01): Delivering personalized financial advice to clients, empowering them to achieve their long-term financial goals.
- First Vice President- Regional And Senior Wealth Planner (2012-08-01~2016-04-01): Facilitated investment objectives for clients, fostering an inclusive and resilient financial landscape.
Education
Political Science,
Bachelors,
Bachelor Of Arts
1970-1974Skill
Wealth Management
Estate Planning
Retirement Planning
Investments
Mutual Funds
Wealth
Financial Services
Strategic Financial Planning
Client Counseling
Charitable Trusts
Fiduciary
Series 7
Real Estate Economics
Financial Advisory
Financial Planning
Investment Management
Portfolio Management
Finance
Wealth Management Services
Investment Strategies
Asset Allocation
Alternative Investments
Investment Advisory
Certified Financial Planner
Crm
Asset Management
Banking
Risk Management
Leadership
Securities
Insurance
Wealth Transfer
Consulting
Personal Financial Planning
Management
Financial Analysis
Certification
Colleagues
Mike Fravell
Chief Technology Officer
Mike Tetreault
Chief Information Officer
Patricia Jensen
Chief Human Resources Officer
Kevin Griffith
gs-11 tower watch supervisor and chief technology officer examiner
Bryan Eovito
military assistant to the principal deputy chief information officer
Other Named Paul Finocchiaro
Frequently asked questions
We found 2 Paul Finocchiaro's email addresses
Paul Finocchiaro's social media include: Linkedin,
Paul Finocchiaro works for united-states-department-of-defense
Paul Finocchiaro's role in united-states-department-of-defense is Financial Consultant
Paul Finocchiaro works in the industry of Armed Forces
Paul Finocchiaro's colleagues are Mike Fravell,Mike Tetreault,Patricia Jensen
Paul Finocchiaro's latest job experience is Financial Consultant at united-states-department-of-defense
Paul Finocchiaro's latest education in Syracuse University - Maxwell School
