Paul is an Investment Advisor at Innovative Family Office, where he specializes in helping
high-net-worth clients grow and preserve their wealth while ensuring their families are financially
secure. With a client-centric approach, Paul focuses on crafting personalized strategies to address each family’s unique financial goals.
Prior to joining Innovative, he served as a Financial Planner at Blue Ocean Wealth Solutions.
There, he guided clients through comprehensive financial strategies encompassing investment
management, retirement planning, estate planning, tax optimization, and protection needs.
Earlier in his career, Paul held senior roles in Foreign Exchange institutional sales at leading
global banks, including JP Morgan, HSBC, and Commonwealth Bank of Australia. In these
roles, he advised some of the world’s largest investors—private equity funds, hedge funds, and
asset managers—on navigating risk in one of the most dynamic and volatile markets.
With over 30 years of experience in financial markets, Paul brings a deep understanding of both
wealth management and institutional finance. He holds Series 7 and 66 licenses, as well as Life
and Health Insurance licenses. Paul earned his MBA in Finance from Carnegie Mellon
University and a BS in Accounting from the University at Buffalo, equipping him with a strong
foundation to deliver exceptional value to his clients.
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