
Paul Wajdaemail
Charter Oak Financial: The Latham Office
Latham, NY 12110
Professional Story
My financial services career began in 1994. Since then, I have been building a practice dedicated to helping individuals, families, and business owners strengthen their financial positions and work toward long-term confidence through thoughtful planning and personalized guidance. My practice is grounded in long-standing relationships, thoughtful planning, and the belief that financial progress is best supported through clarity, discipline, and trust.
I am a life member of Million Dollar Round Table (MDRT), a global, independent association of leading life insurance and financial services professionals. This distinction reflects my commitment to maintaining high professional standards, ethical conduct, and a client-focused approach throughout my career.
Beyond my professional work, I remain actively involved in the Greater Capital District community. I previously served on the board of the American Cancer Society, as well as a board member and past president of the Alzheimer’s Association of Northeastern New York.
Outside the office, I enjoy traveling, cooking, bowling, and following Premier League soccer. I am also a fan of the New York Knicks and the Tampa Bay Buccaneers. I reside in Clifton Park with my wife, who plays an integral role in the day-to-day operations of our practice. I am proud of my family and grateful for the opportunity to build a practice that reflects my long-term commitment to both clients and community.
Languages: English
Credentials: LUTCF®, CLTC, CAS™
Specialties:Insurance Strategies, Investment Strategies
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