Paul G. Fimognari, CFP^®

Paul's favorite way to play is on snow skis, schussing down the slopes. His roots are in New England. Raised in Longmeadow, Massachusetts, Paul graduated from Western New England University with a BSBA degree. One year out of college, he moved to Orlando, Florida where he began his career in the financial services industry more than 30 years ago. Paul founded Fimognari Financial in 1990 to focus on helping client’s transition into retirement successfully. He provides the bulk of the team's technical skills.

Experience
Paul entered the financial services industry in 1985. He learned early on to engage clients with a financial planning process. This led him to specialize in retirement planning for employees of public schools, colleges and universities. He became proficient in 403b plans and the Florida Retirement System. Paul conducted scores of educational financial workshops in classrooms on campus for employees nearing retirement. When working with people in their 50s and 60s it became apparent that there was a lack of information and understanding about planning for and transitioning into retirement. As Paul says, “Retirement planning involves some irrevocable decisions. To make smart choices, you need accurate information, planning and advice to avoid costly mistakes, maximize your resources and effectively pursue your goals”

Paul's practice has grown significantly over the years while continuing to specialize in helping folks make the “Big Transition” into retirement. This growth has come largely due to his ability to help clients crystallize their goals and take action along with his experience in tax, investment, retirement and estate planning strategies. Today, Paul's clientele includes business owners, professionals, corporate executives and retirees. He is also responsible for continuous improvement of the services that Fimognari Financial offers. “We've built a business model based on what client’s want and we continually look for ways to improve the client experience”, says Paul.

Personal
Paul is married to Colleen. They have junior and senior in college. Their oldest is married with a newborn and one on the way. Paul enjoys hunting, fishing, golf, and skiing with family and friends. Together, Paul and Colleen enjoy walking, cooking, reading, vacations and family time. On the weekends they enjoy time in New Smyrna Beach.