Paul Stanley, CTS®, CFS®, CIS™, MSFS

Paul Stanley has been assisting clients implement creative solutions for retirement, wealth transfer, tax reduction/deferral, business succession and financial planning for over 21 years.  He received his Masters of Science in Financial Services and CFS designation from The Institute of Business & Finance.  Paul is also a Certified Income Specialist and Board Certified in Asset Allocation. In 2001, he coauthored “The Twelve Financial Pitfalls Seniors Should Avoid”.  Paul also acts as a coach and mentor to other advisors.

Paul is passionate about helping others work toward living a worry-free life and achieving a healthy retirement.  Paul resides in North Florida and services client throughout the US.