Paolo Catucci

About Paolo Catucci

My wife Liz and I enjoy being physically active, traveling,(especially to Italy) food, wine and music. Fortunately, so do our three young daughters.(no wine yet as they prefer Gelato) It\'s a challenge maintaining a balance between what\'s required day to day to keep us doing what we love and the demands of staying on track to accomplish our essential goals as a family. Over the upcoming years getting the girls through college & weddings and planning for Liz and my retirement are a few of our highest priorities. My passion in laying out a plan for us to reach our goals as a family is a lot like what drives me as a Financial Advisor. In my professional role at Edward Jones I am responsible for understanding what is most important to the people I work for and creating a plan which ensures they have the best chance of achieving it. Through an established process which places them in the center, my clients can clearly articulate their life goals and identify the importance associated with each one. With the information they share I then tailor a specific plan to manage the financial requirements of each goal including measures to protect their priorities from the unexpected. Once the strategy is set, I partner for life with my clients in a relationship where each change in their situation or fluctuation in the financial markets can easily be communicated. This rapport is critical as it provides a framework to identify and execute any necessary adjustments to keep them on track toward their instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Mar 2020 — Present · Providence, RI, US

   Using an established five step process to help Families, Businesses and Individuals achieve their long term financial goals.

Education

• Rhode Island College

  Bachelor's Degree, Industrial Technology

  1982 — 1996