Paul H. Etra, Aif®

Paul H. Etra, Aif® Email and Phone Number

Founder & President at Bridge Benefits Group @ Bridge Benefits Group
Paul H. Etra, Aif®'s Location
New York, New York, United States, United States
Paul H. Etra, Aif®'s Contact Details

Paul H. Etra, Aif® personal email

n/a

Paul H. Etra, Aif® phone numbers

About Paul H. Etra, Aif®

Paul H. Etra is the Founder & President of Bridge Benefits Group. Prior to establishing Bridge Benefits Group in September 2020, Paul served as CFO & Senior Vice President of Corporate Benefits for PRB Wealth Management for over 18 years, where he exponentially grew the corporate division.Paul works closely with business owners, accountants, and trusted advisors. Through his extensive industry knowledge and experience, he is able to assist in plan design and implement appropriate investment platforms that seek to help maximize his clients’ retirement goals. As part of Paul’s strategy, he acts as a Co-Fiduciary and provides education and guidance to all plan participants, while ensuring the plan covers their fiduciary responsibilities. Paul also guides corporate clients in the improvement and implementation of benefit packages including health, vision, and dental insurance, and corporate group life and disability income insurance programs.In addition, Paul provides broad knowledge in individual life, disability income insurance, and long-term care insurance. His personal and hands-on approach enables him to aid his clients in addressing their goals through carefully and thoroughly constructed strategies.Paul entered the financial services profession as an equity trader after completing his studies at Florida International University. Previously, he worked with National Life of Vermont and subsequently MassMutual where he gained experience in various areas as a financial and investment professional including retirement plans, insurance, and non-qualified deferred compensation planning.Paul currently holds an Accredited Investment Fiduciary (AIF®) Designation for workplace retirement plans.Paul currently resides in New Jersey with his wife, two daughters and dog.Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and Bridge Benefits Group are separate entities from LPL Financial.The financial professionals associated with Bridge Benefits Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.3rd party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Paul H. Etra, Aif®'s Current Company Details
Bridge Benefits Group

Bridge Benefits Group

View
Founder & President at Bridge Benefits Group
Website:
bridgebenefitsgroup.com
Employees:
4
Paul H. Etra, Aif® Work Experience Details
  • Bridge Benefits Group
    Founder & President
    Bridge Benefits Group Sep 2020 - Present
    New York, New York, United States
    Paul H. Etra is the Founder & President of Bridge Benefits Group. Prior to establishing Bridge Benefits Group in September 2020, Paul served as CFO & Senior Vice President of Corporate Benefits for PRB Wealth Management for over 18 years, where he exponentially grew the corporate division.Paul works closely with business owners, accountants, and trusted advisors. Through his extensive industry knowledge and experience, he is able to assist in plan design and implement appropriate investment platforms that seek to help maximize his clients’ retirement goals. As part of Paul’s strategy, he acts as a Co-Fiduciary and provides education and guidance to all plan participants, while ensuring the plan covers their fiduciary responsibilities. Paul also guides corporate clients in the improvement and implementation of benefit packages including health, vision, and dental insurance, and corporate group life and disability income insurance programs.In addition, Paul provides broad knowledge in individual life, disability income insurance, and long-term care insurance. His personal and hands-on approach enables him to aid his clients in addressing their goals through carefully and thoroughly constructed strategies.Paul entered the financial services profession as an equity trader after completing his studies at Florida International University. Previously, he worked with National Life of Vermont and subsequently MassMutual where he gained experience in various areas as a financial and investment professional including retirement plans, insurance, and non-qualified deferred compensation planning.Paul currently holds an Accredited Investment Fiduciary (AIF®) Designation for workplace retirement plans.Paul currently resides in New Jersey with his wife, two daughters and dog.
    View
  • Prb Wealth Management
    Svp, Corporate Benefits
    Prb Wealth Management Oct 2003 - Aug 2020
    New York, New York
    Mr. Etra works closely with business owners, accountants, and trusted advisors. Through his extensive industry knowledge and experience, he is able to assist in plan design and implement appropriate investment platforms in order to help maximize his clients’ retirement goals. Mr. Etra also guides corporate clients in the improvement and implementation of benefit packages including health, vision, and dental insurance, and corporate group life and disability insurance programs.
    View
  • Unifi Companies Retirement Plans
    Associate
    Unifi Companies Retirement Plans 2004 - Oct 2011
  • Union Central
    Agent
    Union Central May 2004 - Dec 2010
    View
  • Massmutual
    Representative
    Massmutual Sep 2002 - Oct 2003
    View
  • National Life Group
    Representative
    National Life Group Aug 2001 - Sep 2002
    View

Paul H. Etra, Aif® Skills

401 Retirement Savings Plans Pensions Employee Benefits Insurance Mutual Funds Benefits 401k Retirement Investments Portfolio Management Disability Insurance Term Life Insurance Long Term Care Retirement Planning Small Business Financial Advisory Securities Financial Services Finance Wealth Management Health Insurance Estate Planning Business Planning Asset Management Investment Strategies Wealth Investment Advisory Asset Allocation Group Health Erisa Long Term Care Insurance Defined Benefit Iras High Net Worth Individuals Defined Contribution Executive Pay

Paul H. Etra, Aif® Education Details

Frequently Asked Questions about Paul H. Etra, Aif®

What company does Paul H. Etra, Aif® work for?

Paul H. Etra, Aif® works for Bridge Benefits Group

What is Paul H. Etra, Aif®'s role at the current company?

Paul H. Etra, Aif®'s current role is Founder & President at Bridge Benefits Group.

What is Paul H. Etra, Aif®'s email address?

Paul H. Etra, Aif®'s email address is pe****@****bwm.com

What is Paul H. Etra, Aif®'s direct phone number?

Paul H. Etra, Aif®'s direct phone number is +121286*****

What schools did Paul H. Etra, Aif® attend?

Paul H. Etra, Aif® attended Florida International University, University Of Miami, Syosset High School.

What skills is Paul H. Etra, Aif® known for?

Paul H. Etra, Aif® has skills like 401 Retirement Savings Plans, Pensions, Employee Benefits, Insurance, Mutual Funds, Benefits, 401k, Retirement, Investments, Portfolio Management, Disability Insurance, Term Life Insurance.

Who are Paul H. Etra, Aif®'s colleagues?

Paul H. Etra, Aif®'s colleagues are Daniel Baker.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.