Paul Conforti, CFP^®, AIF

Designations and licenses

Paul is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary^®.  

Experience and education

Paul provides personalized wealth management solutions for high-net-worth individuals, families, business owners, foundations and entrepreneurs. He designs, implements and monitors customized investment solutions with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and investment strategies including tax and estate planning, risk management and retirement planning. 

Previously, Paul worked at Housen Financial Group, which was acquired by Mariner, as a senior wealth advisor. He also worked at Merrill Lynch, Kidder Peabody and Bankers Trust Company as an individual and group retirement plan specialist. 

He has a Bachelor of Arts degree in economics from Fairfield University.

Paul’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.