Paul J. Contos, Jr. CFP®, CRC®

Paul provides a consultative approach to financial planning.  He has a genuine desire to help people achieve financial success and strives to be viewed as a trusted resource to his clients.  He develops customized plans that incorporate asset allocation, risk management, retirement income solutions, succession planning, and protection strategies. 

Paul is a life-long Pittsburgh native who graduated from Duquesne University with a degree in Business Administration. He has been a  Certified Financial Planner, CFP® since 2007 and began his career as a registered representative in 1999.  Paul holds through LPL several registrations including the Series 7, 24, 63, 65 and 66. In addition, he is a Pennsylvania Life, Accident and Health agent. He currently lives in Whitehall borough with his wife, Donnina and enjoys traveling, music, playing guitar, and is an avid Pittsburgh sports fan.