As Chief Operating Officer, Paul DiPalma helps advisors create their personal “dream practice” and clients achieve their own “dream retirement”. His experience in the financial services industry has led him to enable advisors and clients alike to become equipped with the necessary tools required to meet their very specific and very different needs. Paul has been influential in developing multi-channel financial marketing programs to meet the needs of independent financial advisors, allowing them to focus singularly on client acquisition and retention. Paul believes that financial freedom is available to those who learn about it and work for it.

As a resident of southwest Florida, Paul is a member of the Young Leaders Alliance, forming personal and professional relationships while building leadership skills. He is active in serving his local community with involvement in such organizations as Nate’s Honor Animal Rescue, All Faiths Food Bank, and Habitat for Humanity. Paul spends his free time with nature. He enjoys doing everything from taking his dog Champ to the beach to hiking mountains at a national park.