Paul Stanley has been assisting clients implement creative solutions for retirement, wealth transfer, tax reduction/deferral, business succession and financial planning for over 21 years. He received his Masters of Science in Financial Services and CFS designation from The Institute of Business & Finance. Paul is also a Certified Income Specialist and Board Certified in Asset Allocation. In 2001, he coauthored “The Twelve Financial Pitfalls Seniors Should Avoid”. Paul also acts as a coach and mentor to other advisors.
Paul is passionate about helping others work toward living a worry-free life and achieving a healthy retirement. Paul resides in North Florida and services client throughout the US.