Paul J. Staffaroni, Jr., CFP®, CLU®
Paul is a financial advisor with Foundations Financial Partners, LLC, providing comprehensive financial planning and advice to individuals, families and small businesses.
He has his undergraduate degree in Psychology from Bucknell University. He has attained the professional designations of CERTIFIED FINANCIAL PLANNERTM Professional (CFP®) and Chartered Life Underwriter (CLU®). Paul holds FINRA Series 7 and 66 securities registrations and is also a licensed Life, Accident and Health insurance professional.
Paul started his career in the financial services industry in New York City. During his time there, he worked on a wealth management team at Credit Suisse. After moving to the Philadelphia area, he joined Foundations Financial Partners in 2012.
“I approach every relationship through a planning lens and team approach. Advice is given after a comprehensive analysis of a client’s entire financial situation. Recommendations typically go beyond basic investment solutions. Working with a client’s tax and legal counsel is encouraged and celebrated, as their insight and inclusion during the financial planning process is crucial.”
Paul currently resides in Bucks County, Pennsylvania with his wife, Dominika, and children. They enjoy hiking, cooking and traveling.
“All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the markets.”
- Nick Murray
Paul is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Separate from the financial plan and our roles as financial planner; we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Securities and investment advisory services offered through Securian Financial Services, Inc. , Member FINRA/SIPC. Foundations Financial Partners is independently owned and operated.
