For Michael Rinaldi, his top priority is to help ensure his clients achieve their most cherished financial goals, regardless of stage of life.
"By listening, understanding what matters most, and helping to solidify what those goals are, our responsibility then becomes creating a sustainable roadmap to success. We are committed to building longstanding relationships and growing alongside our clients for years to come. The relationships we develop are the foundation of our business and it is our professional obligation to serve them with the utmost integrity and care.
Paul began his career as a registered representative for a Wall Street firm after graduating from UMass Dartmouth. As a Regional Vice President, he opened and managed up to five offices to accommodate and sustain the firm’s growth. After 12 years, Paul was recruited to implement a new broker-dealer platform for a regional bank with five branches.