Paul Kapela
Helping You Take Back Control Of Your Hard-Earned Money, So You Can Retire Worry-Free!
- Role
- Executive Vice President at Life Insurance Solutions
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Paul Kapela
In America, there are two tax systems: one for the informed and one for the uninformed…
Experience
Executive Vice President
Jul 2021 — Present · Boca Raton, FL, US
Education
Johnson & Wales University
Bachelor of Science (B.S.), Finance and Financial Management Services
2002 — 2006
Skills
- Wealth Management
- Fixed Annuities
- Asset Allocation
- Mutual Funds
- Fixed Income
- Etfs
- Series 65
- Investment Strategies
- Financial Analysis
- Investments
- Financial Advisory
- Series 63
- Retirement Planning
- Portfolio Management
- Equities
- Financial Planning
- Insurance
- Securities
- Brokerage
- Financial Services
- Series 7
- Strategic Financial Planning
- Asset Management
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