Paul Salernoemail
Capstone Partners Financial and Insurance Services
Newport Beach, CA 92660
Professional Story
Paul provides wealth management services for entrepreneurs. Paul possesses broad and deep expertise in comprehensive wealth management and advanced strategic planning. He is also a frequent speaker on numerous strategic planning and investment topics.
Prior to Entrepreneur Solutions, Paul was a Director of Strategic and Financial Planning at Beacon Pointe Advisors and Tax & Financial Group. Paul was also a Manager of Financial Planning at KPMG and The AYCO Company, a subsidiary of Goldman Sachs.
Paul resides in Laguna Niguel with his wife, Treena, and two children.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Paul Salerno is a registered representative of and offers securities, financial planning, and investment advisory services through MML Investors Services, LLC. Member SIPC.
Education
Chapman University Fowler School of Law, Masters of Law (LLM) Taxation (2012-2016), Syracuse University College of Law, Juris Doctor (JD) Business (1997-2000), University of Miami Herbert Business School, Master of Business Administration (MBA) Finance (1996-1997), University of Florida, Bachelor of Science (BS) Economics (1993-1996)
Hobbies
Boxing, Muay Thai, Guitar
Languages: English
Credentials: JD, MBA, LLM
Specialties:Insurance Strategies, Business Owners, Investment Strategies, Charitable Giving, Business Succession Planning, Estate Planning, Risk Management Strategies, Financial Planning, Group Benefits
Check the background of this investment professional on FINRA's BrokerCheck