About Paul
- Co-Founder and Partner of AllGen Financial Advisors, Inc.
- A native of New York City
- Chairman, Board of Directors, Hispanic Chamber of Commerce of Metro Orlando (HCCMO)
- Board Member of the Orlando Economic Partnership (OEP)
- Board Member of YMCA and Early Learning Coalition of Orange County
- Task Advisory Committee for Hispanic Business Initiative Fund (HBIF)
- Fluent in English and Spanish
Credentials
- Bachelor of Arts in Music, Princeton University
- Master in Public Administration, Harvard University
- Certified Financial Planner™ licensee from CFP® Board of Standards
- Over 20 years experience as a financial advisor
- Financial Analyst with the Federal Reserve Bank of NY off Wall Street
- Co-founding Partner at Heritage Financial Services, LLC, a fee-based financial planning and asset management firm
- Lifework Leadership Graduate
Just for Fun
- Musician
- Former coach of his two sons’ basketball, baseball, and flag football teams
- Loves deep sea fishing
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