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Paul Stawinski, CF2, CLU®

Paul Stawinski

Paul Stawinski

Certified Financial Fiduciary®

CF2 Since 2019

Accepts Remote Clients

New York, NY
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200264
Active Dates
Sep 26, 2019 – Sep 26, 2026

About Paul Stawinski

Paul Stawinski, CLU CFF
"Your CLU to Greater Wealth"
Paul is a graduate of Duquesne University and the University of Pittsburgh and earned his B.A with honors in Psychology.  He earned his Chartered Life Underwriter designation from The American College.  He has also studied Advanced Financial Planning at Harvard University.
 Paul has over 25 years of financial services industry experience.  Before founding The CLU Wealth Advisors, he began his financial services career at Equitable Financial and has held senior executive positions at AIG Financial, The MONY Group, and Ameritas Financial. Today, he runs a values-based financial planning practice that focuses on clients' objectives, needs, and individual goals. Each dialogue begins with a thorough understanding of the client's specific situation and a commitment to bringing creative solutions to clients for their financial issues. The end result is a plan designed to provide a sense of security and confidence in the client's financial well-being, today and in the future. I believe that each client should have an individual portfolio. I don't use Mutual Funds due to the expense and feel that no one should be charged if I am not doing the research and planning.
 Paul is an avid and passionate sailor, a USCG Captain, and is affiliated with the Sea Cliff Yacht Club & the Masonic Yacht Club.  His affinity for music has been lifelong, particularly his guitar playing and singing in his band.  Paul is a member of “Growing up Africa Foundation” as well as the organization “World Animal Protection”.  He lives in Manhattan with his wife and daughter, along with their two dogs.
I promise personal service and individual design of your investments and insurance needs.
I look forward to a free phone consultation.

Areas of Specialization

Retirement Planning Tax Planning Estate Planning Real Estate Investments Home Purchase or Refinance Federal Benefits NIL College Athlete Income Planning Investing Budgeting Insurance Social Security Financial Planning Crypto Currency General Financial Guidance
Disclosure:
Securities are offered through SCHWAB and Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS. Licensed in most states.

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