My wife, Liz, and I enjoy being physically active, traveling (especially to Italy), food, wine and music. Fortunately, so do our three young daughters (no wine yet as they prefer Gelato). It's a challenge maintaining a balance between what's required day to day to keep us doing what we love and the demands of staying on track to accomplish our essential goals as a family. Over the upcoming years, getting the girls through college and weddings and planning for our retirement are a few of our highest priorities. My passion for laying out a plan for us to reach our goals as a family is a lot like what drives me as a financial advisor.
In my professional role at Edward Jones, I am responsible for understanding what is most important to the people I work for and creating a strategy to help ensure they achieve it. Through an established process which places them in the center, my clients can clearly articulate their life goals and identify the importance associated with each one. With the information they share, I then tailor a specific strategy to help manage the financial requirements of each goal, including measures to help protect their priorities from the unexpected. Once the strategy is set, I partner for life with my clients in a relationship where each change in their situation or fluctuation in the financial markets can easily be communicated. This rapport is critical as it provides a framework to identify and execute any necessary adjustments to help keep them on track toward their goals.
Please contact me as I would appreciate an opportunity to get to know you and learn about what is most important to you. Together, we will find a way to help you achieve your goals.
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- College Savings
- Socially Conscious Investing
- Entrepreneurs & Business Owners
My Personal Interests
- Personal Fitness
Phone NumberPaolo F Catucci at (401) 949-3959
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