Paul F. Iandoli

Credentials:
  • ChFC®
  • CLU®
  • MBA

Focus: Insurance Strategies, Investment Strategies

Languages: English

I offer an analysis of your current financial situation and help you:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps if present, and offer solutions to fill them

My main goal is to discover what drives a person emotionally.  These emotions are what trigger the financial decisions you will make in your life.  By knowing what motivates you, we are able to use in-depth financial planning to guide you and keep you focused on what is important in your life.  Throughout the discovery process, we find out what drives the decisions you make when it comes to your money.  It is deeper than knowing what your risk tolerance is, it comes down to what is in your heart and what is truly important to you in life.  We want to help you plan, build, protect and leave your legacy, whatever that may be.

See Paul’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Paul

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Legacy Wealth Partners - Orlando

Satellite Office

301 E Pine St Suite 800
Orlando, FL 32801-2724

CRN201912-180567