Robert Paolucci Email & Phone Number
Founder and CEO @ Principle Wealth Partners
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Robert Paolucci Location
- Madison, CT, US
Robert Paolucci Work
- 2017 -now Founder and CEO @
- 2016 -2017 Board Member @ Independent Financial Services Co.
- 2009 -2017 SVP, Financial Advisor @ Independent Financial Services Co.
- 2008 -2009 Vice President, Sr. Financial Advisor @
- 2000 -2008 Vice President, Sr. Account Executive @
- 1997 -2000 Sales and Service Supervisor @ RI Hospital Trust / BankBoston
Robert Paolucci Education
- CFP® Board of Standards
CFP® Certification
- Fairleigh Dickinson University
Robert Paolucci Skills
- Retirement Planning
- Asset Allocation
- Investments
- Wealth Management
- Securities
- Financial Services
- Mutual Funds
- Financial Advisory
- Portfolio Management
- Certified Financial Planner
- Fixed Income Strategies
- Stock Management
- Asset Management
- Estate Planning
- Life Insurance
- Wealth Preservation Planning
- Wealth Accumulation
- Multi-generational wealth transfer
- Strategic Planning
- Tax-advantaged Investment Strategies
- Retirement
- Investment Advisory
- Finance
- Financial Planning
- Equities
- Alternative Investments
- Charitable Gift Planning
- Charitable Giving
- Family Office
- Concentrated Stock Management
- NUA
- Series 7
- Series 63
- Multi Generational Wealth Transfer
- Tax Advantaged Investment Strategies
Robert Paolucci Summary
- Robert Paolucci, based in Madison, CT, US, is currently a Founder and CEO at Principle Wealth Partners. Robert Paolucci brings experience from previous roles at Independent Financial Services Co., Bank of America Merrill Lynch and Fidelity Investments. Robert Paolucci holds a CFP® Certification @ CFP® Board of Standards. With a robust skill set that includes Retirement Planning, Asset Allocation, Investments, Wealth Management, Securities and more. Robert Paolucci has 2 emails and 1 mobile phone numbers on RocketReach.
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