Paul J. Phelan

Advisor at Pensionmark

Paul J. Phelan, CFP®, is a seasoned financial professional with extensive experience in the sales and advisory sectors. Currently serving as Senior Vice President of Sales - Total Rewards at AssuredPartners, Paul has previously held advisory roles at Pensionmark Financial Group and LPL Financial. Additionally, Paul was the Practice Leader and Principal for Employee and Executive Benefits at Early, Cassidy & Schilling, LLC. Paul J. Phelan holds a Bachelor's degree in Business Administration from Bowling Green State University, with prior education at the University of Dayton.

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