Paul LaViola (CFP®, ChFC®, MSFS, MST)
Paul LaViola focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
Planning Specialties
Mr. LaViola is a Wealth Manager and a founding partner of Foundation Wealth Management, LLC. He works closely with families and individuals helping them organize and manage their financial life. Prior to co-founding Foundation Wealth Management, Paul was a Financial Advisor and Shareholder of a large Registered Investment Advisory firm located in Philadelphia, PA. He began doing comprehensive financial planning during his tenure with an advisory firm in Jenkintown, Pennsylvania. Previously, Paul was the Financial Operations Principal of a small investment bank in San Diego, California.
Paul is a graduate of Saint Joseph’s University where he received his Masters of Science in Financial Services (MSFS). He also attended Widener University where he received a Masters of Science in Taxation (MST). He received his Bachelor’s Degree (BA) from Bloomsburg University where he majored in Environmental Planning. Paul has earned the Certificate in Financial Planning from Widener University’s Graduate School of Business and earned the Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr. Paul earned his Certified Financial Planner (CFP®) designation and is a CERTIFIED FINANCIAL PLANNER™ PRACTIONER. He also earned the Retirement Plans Associate (RPA) designation awarded by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.
Paul is a NAPFA Registered Advisor and subscribes to the stringent and mandatory annual educational hours, experience and code of ethics to meet the requirements. Fewer than 2,000 financial advisors in the country are NAPFA Registered
Additional Information
He is an associate editor for the Journal of Financial Service Professionals, one of the oldest and most prestigious journals in the financial planning field. He is a Philadelphia Leadership Fellow and a proud graduate of the Leadership Philadelphia Core Class Program. Previously, Mr. LaViola sat on the Board of Directors for the Philadelphia Tri-State Financial Planning Association where he served as Vice President of Education.
Paul works primarily with business owners, entrepreneurs and medical professionals to accumulate grow and protect their wealth. He offers a no obligation “Second Opinion” meeting where you can sit with him and discuss your current financial situation to help determine if you are on track to achieve your short and long term goals.
Mr. LaViola resides in the Philadelphia area with his wife Jennifer and their two daughters. Paul enjoys spending time with his family at their lake home in the Poconos. He pursues many interests outside of the office including fishing, kayaking and wine and cheese making. Paul is an active runner, swimmer and cyclist and competes in various triathlons and races throughout the area.
NAPFA Start Date
December 29, 2004
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