As the CFP®, Branch Manager, and Owner of R. Paul Moroukian Wealth Management Group, my journey in the financial services industry spans nearly 40 years. My primary responsibilities revolve around financial planning and investment management, along with handling compliance. Over the years, I've honed my skills in listening, often advising clients on matters beyond finances. From a financial perspective, my focus lies in retirement income and planning.
I hold a Bachelor of Science from Roger Williams College and have earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. Additionally, I hold the Series 7, 63, and 24 securities licenses through LPL Financial. What continues to motivate me is the opportunity to build strong client relationships and witness the positive financial impact we can achieve together. I also find excitement in exploring new investment offerings that enhance how we manage our clients' assets.
What I cherish most about my role is being part of a small firm with four employees who genuinely enjoy working together. Our camaraderie is palpable, and clients recognize our dedication to being there for them, no matter what life presents. I believe the greatest gifts we can offer our clients are trust and service. Our commitment to these principles has led us to work with the third generation of many of our clients' families.
Currently, I reside in Niskayuna, NY, just outside Albany.