Team

At Paul Decelles Financial Strategies, we believe our focus on financial planning adds a broader perspective to all we do and provides increased benefits to our clients.

Our team approach helps us to focus on serving you efficiently

Paul -- CERTIFIED FINANCIAL PLANNER ^TM -- his roles include:

• Conducting the planning interview
• Researching your current financial situation
• Evaluating your ability to reach your financial goals
• Identifying risks that may prevent you from achieving your objectives
• Providing recommendations that seek to help you successfully complete your goals
• Monitoring your plan and keeping it on track after you become a client

Therese -- Office Operations Manager

• Opens new accounts
• Processes transactions through completion
• Monitors accounts and sustains a high level of customer service

Cara -- Administrative assistant

• Responsible for client communications and information
• Organizes client events and scheduling
• Prepare account updates and manages client database

Our experienced professionals have helped many people just like you with similar issues and concerns. We each take pride in providing a unique part of your client experience.