Robert Paul (CFP)

Robert Paul focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives

Planning Specialties

Comprehensive Fee-Only Financial Planning and Wealth Management

NAPFA Start Date

August 31, 2016

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This Office

546 5th Ave Fl 20 New York, NY 10036-5000 Phone: (212) 302-6300 Fax: (212) 302-6390