Robert Edward Paul

Mr. Robert E.
Paul is Partner at Joel Isaacson & Co. LLC.
He counsels High Net Worth individuals in all areas of comprehensive financial planning, including: cash flow management, investment allocation and management, retirement planning, insurance and tax planning.
His specialties include working with clients going through major life stage events such as individuals who have become newly independent due to a death or divorce, college funding plans and more.
He is a member of the Financial Planning Association as well as the Knights of Columbus.
Prior to joining Joel Isaacson & Co. in 1999, Mr. Paul spent two years with Dreyfus Financial Services, working in the Client Service & Sales Group, as well as the Quality Assurance Group.
Mr. Paul received his BA from the State University of New York at Albany and his Certified Financial Planning license in 2003 after completing his coursework at the College for Financial Planning.