Paul Colte, CFP®

Paul Colte graduated from Queens College part of CUNY with a B.A. in economics and a minor in accounting. He went on to build numerous successful businesses starting from the ground up. Those experiences have given him an insight into some of the challenges his clients face and the importance of quality financial advice. 

 Paul started his career with Equitable Advisors in 2005 and served as a district manager for six years. During this time, he mentored new advisors in the business. He went on to earn his Certified Financial Planner Professional ® designation in Feb.2012.

Paul believes that one of his primary tasks is to help his clients understand what is involved in meeting their goals to make an informed decision. He uses his knowledge and expertise to construct a personalized financial plan that puts the client on the right path to achieve their goals.

Paul's accolades in his industry include recognition from Equitable Advisors in the Hall of Fame, recognition from the Million Dollar Round Table as a life, and Top of the Table Qualifier of MDRT. Paul was also recognized in N.J. Monthly Magazine as a "Five Star Wealth Advisor."

Paul has been a resident of Marlboro, NJ, for the past 32 years. His interests include hiking, skiing, boating, and traveling. Paul's charitable interests include supporting the American Heart Association, The American Cancer Society, and St. Jude Children's Research Hospital.

My professional qualifications are:
CERTIFIED FINANCIAL PLANNER™
Life & Health insurance in various states
FINRA Securities registrations:  Series  7, 24, 66

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.