Director of Compliance & Education
Registered Representative, INVEST
Paul comes to Rosselot Financial Group to start the New Year with us in 2017 after more than 17 years working at Fidelity Investments. He started and finished his career there in financial planning roles, working with individuals and their families to craft smart and successful financial strategies, but also with business, hospital, university, government, and non-profit clients who looked to him for help with improving their retirement benefits offering for employees. Over these many years, Paul held a variety of supervisory positions raging from Team Manager to Senior Investment Specialists on an Investment Help Desk where he supported the development of required compliance monitoring solutions for sales and investments departments.
Paul earned his Bachelor’s degree in Business Administration with a minor in Economics from the University of Cincinnati. His professional securities registrations include the FINRA series 7, 63, 66, and supervisory registrations of the Series 9 and 10.
His wife Hetal has happily kept Paul around for 16 years of marriage, although they started dating after sharing classes at Walnut Hills high school. They have two fantastic daughters – Maya (9) and Sara (6), and when he’s not working or home-brewing his favorite craft beer, Paul coaches the girls in basketball at their local YMCA. They’re all quite busy with a variety of other family activities including soccer, karate, volleyball, piano, singing, hiking, bicycling, skiing, and more.
Best financial advice received: “Invest early and often”
Favorite quote: “Yesterday is history, tomorrow is a mystery, but today is a gift- that is why they call it the present.”
What motivates you: “Time”
If you could meet anyone, past or present, who would it be: “Abraham Lincoln”
Check the background of this investment professional on FINRA’s BrokerCheck.
- 513-624-1304 / fax 513-624-3124