Paul Finch, Social Security Planning Consultant
Paul Finch
Vice President, Wealth Management Financial Planner, LPL Financial, 7 17 Retirement & Investment Group
www.717cu.com/personal/investments-insurance/retirement-and-investment-services
Professional Profile
Meet Paul Finch, Vice President of Wealth Management and a seasoned Financial Planner at LPL Financial with 30 years of dedicated experience in the Financial Services Industry. Based in Warren, Ohio, Paul is a trusted advisor who has earned respected designations including CFP, ChFC, CLU, and CRPC, demonstrating his commitment to excellence and expertise in financial planning and social security strategies.
As a holder of the NSSA® Social Security certification, Paul Finch brings specialized knowledge of Social Security planning to every client relationship.
Paul is passionate about helping individuals and families navigate their financial futures with confidence. His extensive knowledge of wealth management, coupled with his personalized approach, ensures that each client's unique needs and goals are met with precision. As a long-time resident of Ohio, Paul understands the local market, providing tailored advice that resonates with the community he serves.
Outside of his professional achievements, Paul is a devoted family man, happily married with one daughter and two dogs. His personal commitment to family values translates into his professional relationships, fostering trust and reliability in all client interactions. When you choose to work with Paul Finch, you're not just getting a financial planner; you're gaining a partner dedicated to your financial wellbeing.
Discover how Paul can help you strategize for a secure financial future by connecting with him today at 7 17 Retirement & Investment Group.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.