After a career of serving my country for 30 years as a U.S. Marine, I now have the privilege of serving clients with Edward Jones over the past five years. I feel so blessed that everyday I can have a positive, meaningful impact with my clients, my community and my family. Being a financial advisor has allowed me to build tremendous relationships with many of the families we serve.
When you meet with our branch team, you will find that we have refined our process to ensure we are providing the highest level of service to our clients, their CPAs, attorneys and friends and families they refer. Our passion is to educate our clients so they can make informed decisions regarding their finances. We focus on what is most important to you, what your goals are and then we develop a personalized strategy to help you reach those goals. We review those goals at least annually to ensure that we are still on track and make any adjustments necessary due to changes in the economy or your personal situation.
We find that the clients we work with value guidance and are those planning for retirement, creating income in retirement or creating a legacy with the wealth that they have been blessed to accumulate. In addition to working with individual investors, we also work with many successful business owners.
For our business owner clients, we work with their CPA to implement business retirement plans, key man insurance and succession planning strategies.
I am originally from Westerly, RI, and my wife is from Okinawa, Japan. My family and I have lived in Kapolei since 2007. I have been married to my wife, Elizabeth, for 36 years. We have two sons, Joshua and Alexander, and two grandchildren, Miya (6) and Noah (3). I love to read, swim and travel.
- Military Professionals & Veterans
- Retirement Savings Strategies
- Portfolio Reviews
- Business Retirement Plans
- New Investors
My Personal Interests
- Spending Time with Family
Phone NumberPaul T Berardo at (808) 699-2100
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