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Paul Schifter's Profile and Contact Information

Paul Schifter
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Office Number (631) 473-7059
Fax Number (631) 473-7592
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Profile

Paul’s extensive career began in July 1977 as insurance agent of Northwestern Mutual Life Insurance Company. His career in financial services expanded to include property and casualty insurance in 1985, and securities (series 7,63) in 1986. He began working with Newbrook Insurance Agency in 1988 and began formally providing comprehensive financial planning services through his company, PCS FINANCIAL PLANNING. Paul earned his Certified Financial Planner designation and is an active member of the Financial Planning Association since 1995 and serving on the board of directors as membership co-chair since 2006.

 

Paul has also been invited to speak at many seminars and professional conferences on various financial topics. Clients seek out his advice for retirement planning, insurance needs and investments.

 

He is an affiliated registered investment advisor of Investacorp Advisory Services, Inc. and a registered representative of Investacorp, Inc.

 

Paul and his wife Kelly, are celebrating forty years of marriage in 2011. They have two children and four wonderful grandchildren. Paul enjoys golf, gardening and spending time with his grandchildren.

 

Securities by Licensed Individuals Offered Through Investacorp, Inc. A Registered Broker/Dealer Member FINRA/SIPC