Paul Morrone, Cfp®, Cpa/Pfs, Msa Email and Phone Number
Paul Morrone, Cfp®, Cpa/Pfs, Msa work email
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Paul Morrone, Cfp®, Cpa/Pfs, Msa personal email
I'm a passionate business owner that has dedicated my career to helping others work toward their ideal vision for the future by aligning their financial resources with personal values. Our team works with a select group of individuals and families who value proactive and comprehensive financial advice tailored to meet their needs.
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Owner And Wealth ManagerNexa Financial Group Nov 2011 - PresentI work with a talented team of professionals to design, implement and maintain tailored strategies to manage your financial future. As a second-generation financial planner and owner of Nexa Financial Group (previously U.S. Wealth Management New Haven), I am committed to the continuity and longevity of the firm to ensure that we will be able to best serve you and your family for generations to come.Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the “Contact Info” above. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Nexa Financial Group are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit www.uswealthnewhaven.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not be reviewed by LPL Financial as to accuracy or completeness. Please join the LPL Financial Group on LinkedIn.
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Senior AssociateKpmg Oct 2009 - Oct 2011New York, Ny, UsAccounting and auditing for both public and private clients including financial reporting, SOX compliance and financial statement/disclosure preparation. I also served in the engagement planning and project management functions for large and small scale audit clients. This included staff management, mentoring, personnel development, client relationship management and time management. My position required technical knowledge of accounting and auditing topics, and often involved the collaboration of resources from various areas of the country. -
InternNorthwestern Mutual May 2008 - Aug 2008Milwaukee, Wi, UsBetween my sophomore and junior year at Bentley University, I interned with Northwestern Mutual as an Insurance Representative which required training in life, health, disability and long term care insurances. This position also required that I obtain the appropriate licensing as an insurance producer. I worked alongside senior insurance professionals and helped provided guidance to individuals related to their life insurance needs, coverage types and structing personalized plans to protect their families in the event of premature death or long-term disability.
Paul Morrone, Cfp®, Cpa/Pfs, Msa Skills
Paul Morrone, Cfp®, Cpa/Pfs, Msa Education Details
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Bentley UniversityAccounting -
University Of Connecticut School Of BusinessAccounting
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University Of ConnecticutAccounting
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University Of ConnecticutAccounting
Frequently Asked Questions about Paul Morrone, Cfp®, Cpa/Pfs, Msa
What company does Paul Morrone, Cfp®, Cpa/Pfs, Msa work for?
Paul Morrone, Cfp®, Cpa/Pfs, Msa works for Nexa Financial Group
What is Paul Morrone, Cfp®, Cpa/Pfs, Msa's role at the current company?
Paul Morrone, Cfp®, Cpa/Pfs, Msa's current role is Father of 2, financial planner, car enthusiast, golfer.
What is Paul Morrone, Cfp®, Cpa/Pfs, Msa's email address?
Paul Morrone, Cfp®, Cpa/Pfs, Msa's email address is pa****@****ven.com
What schools did Paul Morrone, Cfp®, Cpa/Pfs, Msa attend?
Paul Morrone, Cfp®, Cpa/Pfs, Msa attended Bentley University, University Of Connecticut School Of Business, University Of Connecticut, University Of Connecticut.
What are some of Paul Morrone, Cfp®, Cpa/Pfs, Msa's interests?
Paul Morrone, Cfp®, Cpa/Pfs, Msa has interest in Children, Education, Health.
What skills is Paul Morrone, Cfp®, Cpa/Pfs, Msa known for?
Paul Morrone, Cfp®, Cpa/Pfs, Msa has skills like Wealth Management, Estate Planning, Financial Advisory, Retirement, Investment Advisory, Cpa, Insurance Producer, Ira's, Personal Financial Planning.
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