Paul Hellman, CFP®

 

(917) 774-2498

paul.hellman.cfp@gmail.com

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.  

 

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