Blue Ocean Wealth Solutions
Paul Girola is an experienced finance professional with a diverse background in accounting, relationship management, and entrepreneurial ventures. Currently serving as an Accounting Assistant at Jay Lieberman CPA and as a Relationship Manager at Blue Ocean Wealth Solutions, Paul has also owned and operated Maui Wowi, a smoothie business that specializes in catering for various events. Previously, Paul held the position of Senior Relationship Manager at Fidelity Investments, where education on investment products and services was a key responsibility. Additionally, Paul worked as a Senior Specialist at Susquehanna Investment Group, facilitating transactions on the NYSE. Paul holds a Bachelor's degree in Finance from SUNY New Paltz.
Blue Ocean Wealth Solutions
As a MassMutual Firm, Blue Ocean Wealth Solutions has a foundation of financial strength and stability as well as local resources to provide clients with customized financial solutions. Our Financial Professionals work closely with individuals, business owners and employers to provide a full range of: * Insurance Products * Investment and Wealth Management Solutions * Workplace Benefits * Financial Planning Services, including Retirement and Estate Planning The firm’s mission statement is simple, yet profound – to help change people’s lives. Not only is the Blue Ocean team committed to changing our clients’ lives, we are also passionate about fostering an environment where everyone succeeds. We pride ourselves on our diverse, family-oriented culture. Our Leadership Team provides ongoing training and support to ensure our Financial Professionals have the resources and tools needed to provide the very best services and solutions. After all, we are in the business of changing lives, so only the best will do. Contact us today!