Paul Vecchione is a Financial Advisor with Planning Alliance. His unwavering commitment to client service has benefited countless individuals, families, executives, and business owners. Whether implementing estate planning approaches that maximize the transfer of generational wealth, designing exit plans that preserve millions of dollars in value and wealth to a business owner’s net worth and legacy, or simplifying complex financial concepts, Paul’s growth and protection philosophy strives to position clients for long-term financial balance. Moreover, his practice is 100% referral-based, further indicative of client satisfaction.
Paul has been a noteworthy financial services and insurance industry leader for over 30 years. His subject matter expertise is reflected in his memberships and appointments including but not limited to NAIFA, MDRT “Top of the Table”, Chair of AALU’s Qualified Planning Committee, Member of AALU’s Business Insurance and Estate Planning, Founding Member of EisnerAmper Insurance and Financial Services, and President Council with Guardian Life. He would be the first to thank his dedicated Client Services and Sales teams for helping to elevate his practice.
Paul is an Advisory Board Member of the Rutgers University Catholic Campus Ministry and an active member of his local church; his faith informs his dedication to client and community service. He is a Board Member of DoughMain, a Not-for-Profit Children’s Financial Literacy Foundation, Treasurer for the Montgomery Youth Lacrosse Club and a Youth Sports Coach. Lastly yet most importantly, Paul is a devoted husband and father to his three children.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) 1040 Broad Street Ste 202, Shrewsbury, NJ 07702. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. IPA is a general Agency of Guardian. CA Insurance License #0G84427