Senior Wealth Consultant
Hello everyone, my name is Paul S Angelo, let me tell you a little about myself.
I was born in New Jersey and have been fortunate to have lived in Boston, Philadelphia, San Francisco, New York, and Paris, France.
I have been in the Wealth Management Business since 1987, the past 20 years as an independent advisor with LPL Financial. As a Certified Financial Planner, with a undergraduate degree in Economics, and a Masters in Business Administration in Finance. My career has spanned time at Citbank Private Bank, Chase Private Client Services, as well as 16 years as an Adjunct Finance Professor at Farmingdale State College. My diverse background in corporate finance and academia has served me well in developing financial plans for my clients.
My approach is simple, listen to your story your history, your background and form a financial plan that will allow you to work toward achieving your financial goals. Whether you are young, old, or in between, I have been able to build a personal financial plan specifically for you.