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Our financial advice team


Paul Capuzziello

Paul Capuzziello

CFP®, CRPC®, CLTC®, CDFA®, APMA®

Private Wealth Advisor

Chief Executive Officer of
Mariner Private Wealth Management
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Divorce Financial Planning
  • Estate Planning Strategies
  • Small Business
  • Investments
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Family Finances

Interests

  • Surfing
  • Snowboarding
  • Gardening
  • Woodworking
  • Fishing
  • Spending time with family and friends

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2006-2013
  • Premier Protection award, RiverSource Life Insurance Company , 2014-2015

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Science, 1991, Finance - Bryant University, Smithfield, RI

Professional associations

  • Association of Divorce Financial Planners

Community participation

Planned Giving Committee of American Cancer Society, member, Providence, RI; Bryant University Alumni Board, member, Smithfield, RI; Institute for Divorce Financial Analysts, member, Southfield, MI;

  • Association of Divorce Financial Planners
  • 5 Star Wealth Wealth Manager