Paul Hellman, CFP®
(917) 774-2498
Financial Planning
Retirement Planning
EducationFunding
Debt Management
Risk Management
Financial Review
This two-hour engagement is conducted over Google Meets or over the phone and is designed to assess your financial situation. It includes a review of your retirement accounts, debt management, risk management, education funding and other short and long term goals. The engagement includes a detailed financial plan as well as a one page summary with action items based on your goals.
I am a Certified Financial Planner™ with over twenty years experience in the financial services industry. Prior to becoming a CFP, I worked for New York Life and Northwestern Mutual. I also specialized in tax management at Goldman Sachs and AIG, until I chose to focus on helping individuals and families with risk management.
It's your money. We will work together to craft achievable long-term solutions for retirement, college planning and risk management, with the intention of not impacting your short-term budget.
In addition to a certificate in financial planning from NYU, I have an MBA from Rollins College and a BS from the University of Florida. I am married with two children and live with my family in Forest Hills, NY.