Paul is the firm’s lead portfolio manager and works closely with an extensive network of investment professionals and money managers to construct and implement appropriate investment strategies. He began his career in the financial services industry in 2000 as a financial advisor with American Express Financial Advisors, and joined Andesa Financial Management in 2001. He enjoys building personal relationships with clients and helping them plan for all the important milestones in their lives.
A committed professional, Paul is a CFA® charterholder, having achieved the Chartered Financial Analyst® credential, the most respected and recognized investment management designation in the world. The CFA® charter has become known as the gold standard of professional credentials within the global investment community. Investors recognize the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis. As a CERTIFIED FINANCIAL PLANNER™ professional, Paul has completed the rigorous CFP® certification process and continues to meet ongoing certification renewal requirements. Paul has also completed Level One of the Investment Management Consulting Certification series through Raymond James & Associates, Inc., and is a member of the Financial Planning Association and the CFA® Institute
Paul is a native of Pennsylvania and is originally from Bethlehem. He attended the Pennsylvania State University, where he received a bachelor in economics and political science. Paul lives in Macungie with his wife, Melissa, and their two children. He is a member of St. Joseph the Worker Catholic Church and works with Priority One, a relational outreach ministry that seeks to develop Christian leadership abilities in men. Paul is also active with the Boys & Girls Club of Allentown, serving as a member of the finance/audit and golf committees.
Outside the office, Paul enjoys spending time with his family, reading and boxing, as Paul says, “for exercise, not for fighting!” He enjoys watching anything related to Philadelphia sports and Penn State athletics. Paul also has season tickets for the Lehigh Valley Iron Pigs and Lehigh Valley Phantoms, as does the Andesa Financial Management team.