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Paul Donnelly, ChFC, CLU

Paul Donnelly, ChFC, CLU

Partner & Qualified Plan Specialist Retirement Planning Specialist

My professional qualifications are:

Chartered Financial Consultant, Chartered Life Underwriter
Retirement Planning Specialist
Qualified Plan Specialist
Executive Benefits Specialist
Life & Health insurance in various states
FINRA Securities registrations: Series 6, 7, 63, 65


Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.