Robert Paul, CFP®️️
Robert Paul, CFP®️️, Partner
Robert Paul, CFP® is a Partner of the firm. For over 22 years, Robert has been counselling high net worth individuals in all areas of wealth management, including cash flow management, investment allocation and strategy, retirement, insurance, and tax planning. Robert’s specialties include helping clients plan for and navigate through major life events, such as marriage, divorce, the loss of a partner, transitioning from working full-time to retirement, and transferring accumulated wealth to the next generation.
Prior to joining Joel Isaacson & Co. in 1999, Robert spent several years with Dreyfus Mellon Financial Services working in the Client Service & Sales Group, as well as the Quality Assurance Group. During his time at Dreyfus Mellon, Robert held the NASD Series 6, Series 7 and Series 63 licenses.
Robert is a member of the Financial Planning Association (FPA), The National Association of Personal Financial Advisors (NAPFA), as well as the Knights of Columbus.
He received his BA from the State University of New York at Albany and his Certified Financial Planning license in 2003 after completing his coursework at the College for Financial Planning.
Robert lives on Long Island with his wife and two children. He enjoys the beach and dining out while not performing duties as his children’s personal chauffeur.
I see myself sitting not across from, but alongside my clients, working together to first create and then navigate a financial pathway towards their life goals.
Helping clients realize their dreams through objectivity and personal accountability.