I'm a board CERTIFIED FINANCIAL PLANNER™ professional and the owner of Fimognari Financial. I am committed to helping you succeed in achieving your specific financial goals with the design, implementation and monitoring of effective financial planning and investment management strategies. I have a strong passion for building long-lasting relationships and encouraging people to lead lives of significance.Our history of serving the community with educational financial workshops and our client-first philosophy has driven many distinctive business decisions that make us a different kind of financial planning firm. Most rewarding however, is that we have been able to help folks achieve their financial and life goals. As we continue to grow, we will never lose sight of the fact that doing what’s best for our clients has been the root of our ongoing success. In 2014, Fimognari Financial was re-engineered to achieve a simple vision: fee-based financial planning and investment advisory; with the guidance of an experience CERTIFIED FINANCIAL PLANNER ™; the latest technology and resources; academically supported prudent asset management and one focus – serving you. We believe that vision is being realized. Fimognari Financial is that company.If you haven't experienced the Fimognari Financial difference, maybe it's time to tell us your financial story now that we've shared ours. I invite you to connect with me here on LinkedIn or visit my website at paulfimognari.com to learn more about what I do and how I may be of service to your family or business.
Listed skills include Estate Planning, Retirement Planning, Business Succession Planning, 401K Rollovers, and 8 others.