Paul Salerno, JD*, LLM, MBA

Paul is a Wealth Management Advisor responsible for teaming with financial professionals in the ultra-high-net worth business owner market. Paul possesses broad and deep expertise in comprehensive wealth management and advanced estate planning. He is also a frequent speaker on numerous financial and advanced estate planning topics.

Prior to joining Mass Mutual Capstone Partners, Paul was a Director of Strategic and Financial Planning at Beacon Pointe Advisors. Paul provided comprehensive financial planning for the firm’s high-net-worth individuals, small business owners and corporate executives. He previously served as the Director of Financial Planning at Tax & Financial Group and was a Manager of Financial Planning at KPMG and The AYCO Company, a subsidiary of Goldman Sachs. 

 Paul received his bachelor’s degree in economics from the University of Florida School of Business Administration and went on to earn a Master of Business Administration (MBA) in Finance from the University of Miami Graduate School of Business Administration. He later earned his Juris Doctor (JD) from the Syracuse University College of Law and his Master of Laws (LLM) in Taxation from Chapman University School of Law.

 Paul resides in Laguna Niguel with his wife, Treena, and two children. 

Through our relationship with Capstone Partners Financial and Insurance Service, LLC we have access to the following resource. This individual is not an employee of JBahramy Financial and Insurance Services. 

Paul is licensed to sell insurance in AZ, CA, CO, DE, FL, GA, MD, ME, NC, NV, NY. CA Insurance License Number 0D71613. Domiciled in CA. Paul is licensed to sell securities in: AZ, CA, CO, CT, FL, GA, HI, ID, IN, MA, NV, OH, OR,  PA, SC, TN, TX, UT, WA.

Paul Salerno is a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 4675 MACARTHUR CT STE 1050 NEWPORT BEACH, CA 92660 Phone: (949) 660-1717. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Entrepreneur Solutions Financial and Insurance Services is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

_{*Licensed but not practicing.}