Paul Orihel
Wealth Advisor | Portfolio Manager | CRPC® at Orihel Wealth Management
- Role
- Wealth Advisor Portfolio Manager Crpc at Insight Advisors, Llc
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Paul Orihel
I\'m a Private Wealth Advisor that specializes in helping pharmaceutical executives and…
Experience
Wealth Advisor Portfolio Manager Crpc
Jun 2016 — Present · Philadelphia, PA, US
Education
University of Kentucky
Finance
1986 — 1988
Rider University
Finance/Accounting
1988 — 1990
Skills
- Estate Planning
- Strategic Financial Planning
- Fixed Annuities
- Budgets
- Life Insurance
- Finance
- Equities
- Series 7
- Mutual Funds
- Asset Allocation
- Risk Management
- Asset Management
- Project Planning
- 401(K) Retirement Savings Plans
- Financial Advisory
- Wealth Management Services
- Investment Advisory
- Financial Analysis
- Insurance
- Long-Term Care
- Investment Management
- 401k
- Long Term Care Insurance
- Investments
- Financial Services
- Retirement Planning
- Fixed Income
- Portfolio Management
- Loans
- Financial Planning
- Mortgage Lending
- Strategic Planning
- Pension Funds
- Executive Financial Planning
- Small Business
- Customer Service
- Iras
- High Net Worth Individuals
- Commercial Lending
- Wealth Management
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