Vice President, Financial Advisor
After more than twenty years of managing his own financial planning practice, Paul joined Fragasso advisors in 2018 as vice president and financial advisor. Paul works with clients to discuss financial goals and objectives, providing individual analysis of their current financial situation and ongoing monitoring of their investment portfolios. Paul has established long-term relationships with his clients, which have been built on respect, trust, and excellent service.
Paul has spent most of his life working and residing in Beaver County and is an active member of the community. Paul is a graduate of Robert Morris University where he earned a bachelor’s degree in accounting. He serves as the chair of board of directors for the Beaver County YMCA and as a finance committee member for the Beaver County Humane Society.
Paul is married to his wife, Beth, who is a former teacher. Together, they enjoy spending time with their family which includes six grandchildren.
Certifications:
Retirement Income Certified Professional - RICP®
Chartered Financial Consultant - ChFC®
Series 7 and 24 registered through Private Client Services
Series 66 registered through Fragasso Financial Advisors
Insurance licensed, Pennsylvania