Paul Phelps

Paul A Phelps

Managing Director

  • MSFS
  • CLU®
  • ChFC®
  • CASL®
  • RICP®
FINRA BrokerCheck
  • AR License: #1633001
  • CA License: #0D94734

2515 South Rd Ste 201,
Poughkeepsie, NY 12601
845-224-0002 Visit my website

About my practice

Our purpose is to help our very busy and successful clients do the financial planning they know they need and want to do, but because of family, work and other obligations, it doesn’t get done. Our executive clients have reached the pinnacle of their professions by focusing on their career, often at the expense of their own financial planning needs. My role is to be their personal CFO.

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