Paul DiPalma CIS™

Paul has over a decade of experience in the financial services industry, starting with humble beginnings as an intern during his college years. He graduated from Florida Southern College with a degree in Business Administration. As both a Certified Income Specialist™ as well as a National Social Security Advisor Certificate Holder, Paul is meticulous in plan design for his clients. He specializes in addressing pre-retiree and post-retiree needs, helping them adjust to any life changes that affect their financial goals. Paul prides himself acting in a fiduciary capacity for his clients, ensuring their needs as well as desires are recognized and a prudent solution is implemented. Paul believes that financial freedom is available to those who learn about it and work for it.

As a resident of southwest Florida, Paul is a member of the Young Leaders Alliance, forming personal and professional relationships while building leadership skills. He is active in serving his local community with involvement in such organizations as Nate’s Honor Animal Rescue, All Faiths Food Bank and Habitat for Humanity. Paul spends his free time with nature. He enjoys doing everything from taking his dog Champ to the beach to hiking mountains at a national park.

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