Who We Are

Experience

Paul entered the financial services industry in 1985. He learned early on to engage clients with a financial planning process. This led him to specialize in retirement planning for employees of public schools, colleges and universities. He became expert in 403b plans and the Florida Retirement System. Paul conducted scores of educational financial workshops in classrooms on campus for employees nearing retirement. When working with people in their 50s and 60s it became apparent that there was a lack of information and understanding about planning for and transitioning into retirement. As Paul says, “Retirement planning involves some irrevocable decisions. To make smart choices, you need accurate information, planning and advice to avoid costly mistakes, maximize your resources and effectively achieve your goals”

Paul's practice has grown significantly over the years while continuing to specialize in helping folks make the “Big Transition” into retirement. This growth has come largely due to his ability to help clients crystallize their goals and take action along with his expertise in tax, investment, retirement and estate planning strategies. Today, Paul's clientele includes business owners, professionals, corporate executives and retirees. He is also responsible for continuous improvement of the services that Fimognari Financial offers. “We've built a business model based on what client’s want and we continually look for ways to improve the client experience”, says Paul.

Education

Paul graduated from Western New England University with a Bachelor’s of Science in Business Administration (BSBA) degree. He is a board CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is granted to those individuals who have met rigorous professional standards and have agreed to adhere to the CFP Board’s principles.

Association and Group Involvement

Paul served on the Florida Hospital Foundation – planned giving committee and was a founding board member of Stetson University's Family Enterprise Center. He is a member and has served as a board member of the Central Florida Association of Insurance and Financial Advisors. He’s an active member of a regional Financial Advisor Study Group that meets via web conference monthly and at industry conferences. The group is committed to making a difference in the lives of the clients they serve by continuing advanced education, understanding current trends in the industry and sharing best practices in the areas of financial planning and investment planning.

Personal

Paul is married to Colleen. They have two teenagers and one in college – Isabella, Dominick and Tristan. Paul enjoys hunting, fishing, golf, and skiing with family and friends. Together, Paul and Colleen enjoy cooking, reading, vacations and family time. In the spring and summer there's a good chance you'll see them at a softball or baseball field cheering on their kids.