Paul graduated Summa Cum Laude from Johnson and Wales University with a degree in Finance. Prior to joining Seeman Holtz, he was in private banking working with Vanguard, becoming an expert in tax, estate, and chronic illness planning. With a passion for people and finance, Paul meets with his clients to review their current financial situation and maps out their long and short-term goals. Determining the strongest possible strategies, he then customizes a plan specifically to help his clients best reach their financial objectives. After the plan is implemented, he meets with his clients on a regular basis to uncover any changing needs they may have and adjusts their plan accordingly