Paul J. Cella, ChFC, CLU, Business Planning Specialist
Paul entered the financial planning field in1989 and was affiliated for 19 years with one of the largest and most admired insurance / investment firms in the industry. During that time-frame, he specialized in providing financial advice to physicians, dentists and other medical professionals. In addition, he has extended our client base to include corporate executives, the owners of closely-held businesses, with a need for employee benefit planning. His ability to bring together professionals from various disciplines allow him to employ his integrated wealth management approach and ultimately serve as the client's "first call" advisor.
Paul's highly respected reputation and experience in the financial marketplace has led to him being sought after as a key-note speaker for many industry functions. As well as, numerous engagements for various medical and hospital associations, professional groups, senior organizations and most recently, the NJ CEO Round Table.
Professional Designations:
- Chartered Financial Consultant (ChFC) designees have a thorough understanding of estate, retirement, investment, insurance and financial planning applications, thereby helping them to effectively apply a comprehensive financial planning process to their clients' needs
- Chartered Life Underwriter (CLU) designees are able to present a vast range of solutions for the life insurance needs of individuals, business owners and professionals, including income replacement, estate planning and wealth transfer.
Education:
- Widener University 1986, BS Management, MIS Minor - FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative) - FINRA Series 7 (General Securities Representative) - FINRA Series 63 (Uniform Securities Agent State Law Exam) - FINRA 66 (Uniform Investment Adviser Law Exam) - Life & Health Insurance licenses in various states
Personal
- Paul currently resides in Tinton Falls with his family, wife Gina and children, Sophia, Marco and Jorgia.