Paul Rotell

• Certified Financial Planner® Professonal
• Certified Public Accountant (CPA)
• Masters of Business Administration (MBA)
• Accredited Domestic Partnership Advisor℠ (ADPA)
• Investment Advisor Representative
• Financial Advisor
• Registered Representative

212.405.1603
800.262.6644, ext. 1603
protell@christopherstreet.com

Paul has been passionate about investments and financial planning since he was nine years old when his father exposed him to the Wall Street Journal. While most children were playing after school, Paul was eagerly attending investment club meetings with his father and actively participated in analyzing and constructing portfolios. It was then that Paul realized what he wanted to do for a career—help clients achieve their financial goals.

After graduating from the University of Pittsburgh, Paul practiced with regional CPA firms in the tri-state area and obtained his CERTIFIED PUBLIC ACCOUNTANT (CPA) certificate. After earning a Masters in Business Administration from Pace University, Paul fulfilled his life-long dream by entering the financial service industry and was recruited into the global money management firm Putnam Investments in Boston, where he served as a Vice President in the Institutional, International and Retail Divisions. Paul brings to Christopher Street Financial, and their clients, a seasoned background in comprehensive educational, investment and retirement planning.

Paul enjoys running, swimming and attending professional baseball games as well as spending free time on Cape Cod.