Paul Savini

Helping people navigate their most important financial decisions through personalized guidance and strategic advice.

Role
Financial Planner at Viable
Location
Wayne, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Planner

    Viable

    Jul 2022 — Present · Philadelphia, PA, US

    Viable is an independent, registered investment advisor (RIA) focused on holistic financial planning. Our process-driven approach starts with gathering data, making projections and plotting objectives. Through rigorous analysis, we identify optimal strategies and course corrections. We guide our clients step-by-step through the entire process, from implementation to maintenance to the inevitable pivots along the way.

Education

  • The Wharton School

    BSE, Finance

    1997 — 2001

Skills

  • Credit
  • Financial Modeling
  • Derivatives
  • Alternative Investments
  • Private Equity
  • Mergers & Acquisitions
  • Trading
  • Investment Banking
  • Fx Options
  • Portfolio Management
  • Securities
  • Market Making
  • Hedge Funds
  • Bloomberg
  • Corporate Finance
  • Credit Trading
  • Structured Products
  • Asset Management
  • Bonds
  • Emerging Markets
  • Mutual Funds
  • Financial Markets
  • Risk Management
  • Investments
  • Capital Markets
  • Fixed Income
  • Equities

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Paul Savini — Financial Planner at Viable in Wayne, PA, US | Unifers