Paul Marrella
Advocate. Coach. Fiduciary.
- Role
- Regional Director at Apella Wealth
- Location
- Reading, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Paul Marrella
When it comes to wealth, you deserve more than just investment advice. You deserve a…
Experience
Regional Director
Mar 2025 — Present · Wyomissing, PA, US
Education
Wilson Senior High School
HS Diploma
1981 — 1984
Penn State Dickinson Law
J.D., Law
1988 — 1991
Albright College
B.S., Mathematics/Finance
1984 — 1988
Skills
- Financial Planning
- Portfolio Management
- Equities
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Wealth Transfer
- Investments
- Financial Advisory
- Mutual Funds
- Asset Allocation
- Wealth Management
- Strategic Financial Planning
- Asset Managment
- Retirement Planning
- Widows
- Series 7
- Wealth Management Services
- Securities
- Estate Planning
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