Robert Paul's Email & Phone

Robert Paul, CFP®: At Joel Isaacson & Co, Robert counsels High Net Worth individuals in all areas of comprehensive financial planning, including: cash flow management, investment allocation and management, retirement planning, insurance and tax planning. Robert's specialties include working with clients going through major life stage events such as individuals who have become newly independent due to a death or divorce, college funding plans and more. Prior to joining Joel Isaacson & Co. in 1999, Robert spent two years with Dreyfus Financial Services, working in the Client Service & Sales Group, as well as the Quality Assurance Group. During his time at Dreyfus, Robert obtained the NASD Series 6, Series 7 and Series 63 licenses. Robert is a member of the Financial Planning Association (FPA) 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. [email protected]