Paul Santaniello has helped hundreds of individuals and families create strategies designed to help improve their investment potential, reduce financial risk and preserve their estates.

Throughout his over 30-year career, Paul witnessed the shift from retirees having lifelong, guaranteed pensions to having to fund their own retirements through IRAs and 401(k)s. To help account for the void of substantive, reliable retirement income, Paul works with his clients to optimize factors like Social Security in order to help them achieve their unique goals. He takes a comprehensive approach to advising, utilizing the services of elder law attorneys, CPAs and other professionals to help his clients create well-rounded financial strategies.

Paul is an Investment Adviser Representative who holds the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. He also holds life and health insurance licenses. He is host of the local cable show “The Upside.”

Paul has been married for over 30 years to his wife, Dorothy. The Santaniellos are blessed with three amazing and talented children, Gia, Nina and Joey. Paul is involved in numerous community endeavors and considers service to others to be one of his greatest passions.