Paul Chlebecek serves as a Financial Advisor at the Retirement Planning & Investment Center available through CUSO Financial Services, L.P.
Paul enjoys devoting himself to his clients. His process is centered on developing strong relationships to better understand the unique goals and circumstance of each person he works with. He believes in a comprehensive approach for discovering what is most important to his clients, and builds personalized strategies designed to effectively grow, protect, and efficiently distribute their wealth.
Paul is dedicated to collaborating with our members on their path towards retirement and through their retired years. Additionally, he helps with investing in the stock market, education savings, estate transfer strategies, and insurance protection options for individuals and small businesses alike.
Education & Experience:
Paul attended Fitchburg State University and is a lifelong resident of Central Massachusetts. Apart from finance, his passions include playing hockey and golf along with performing as a professional guitarist.
Paul actively maintains his FINRA Series 7 & 66 securities licenses, along with being a licensed life insurance producer in multiple states. He is proud to make recommendations that are only in the best interest of his clients. He believes education and knowledge are paramount to his ability to provide you with sound financial advice and extraordinary service.