Professional

Education

Over his career, Paul has been committed to better serving his clients. Continuing his education has been an important part of that commitment and he has done so by earning and maintaining the following degrees and designations:

M.S. in Financial Services from the American College

B.S. in Education from Castleton University

Chartered Life Underwriter (CLU®)

Providing in depth knowledge on insurance needs of individuals, business owners and professional clients.

Chartered Financial Consultant (ChFC®)

Addressing the advanced planning needs of individuals, professionals and small business owners. Providing in-depth coverage of key financial disciplines, including insurance, income taxation, retirement planning, investment and estate planning.

Accredited Estate Planner (AEP®)

Sponsored by the National Association of Estate Planners and Councils, a graduate level accreditation in estate planning awarded to estate planning professionals who met the stringent requirements of experience, knowledge, professional reputation and character.

Chartered Advisor for Senior Living (CASL®)

A rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution and estate planning strategies for those preparing for retirement.


Years of Experience

Representing Northwestern Mutual since 1993


Associations and Memberships

Million Dollar Round Table

Hudson Valley Estate Planning Council

National Association of Insurance and Financial Advisors (NAIFA)


Licenses

Series 7, 6, 26, 63 & 66

Currently licensed for insurance and investments in 43 states.


 

Paul A Phelps, MSFS, CLU®, ChFC®, AEP®, CASL®

Financial Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck