Paul D'Elia

My Background

My unique ability is building portfolios that fit your life. Often professionals and business owners feel overwhelmed trying to make money and enjoy life at the same time. I work with them to achieve greater confidence and security. I examine your situation and what is important to you. I fit the pieces together and create a detailed plan. I keep the big picture in front of you and give you a full perspective of both the present and the future, helping you balance key aspects of your life.