As Oaktree’s Principal, Paul is directly involved with all aspects of the company and is responsible for the management and oversight of existing client relationships as well as business development and strategic planning.
Paul specializes in retirement income planning and helping clients prepare for a secure and financially independent retirement.. He is a graduate of Lehigh University and has earned the CERTIFIED FINANCIAL PLANNER™ designation from the American College of Financial Services. He also holds a general securities license and an insurance license.
Paul lives in Bethlehem with his wife, Katie, and their children John, Grace, and Andrew. In his free time, Paul enjoys exercising, traveling, and coaching youth soccer. He serves as a board member of the Arc of Lehigh and Northampton Counties.