Paul Santos 2017-05-26T18:43:08+00:00

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

TPS Financial is not owned or operated by AXA Advisors, LLC or its affiliates.

Paul Santos

 Partner

 

FINANCIAL PROFESSIONAL

TPS Financial
333 Thornall St  8th Floor
Edison,NJ 08837
Phone: (732) 452-6925
Cell:       (908) 421-1705
E-mail:  [email protected]

Professional Background

Paul joined TPS Financial in 2011, earned partnership status in 2015, and has been widely successful in providing his clients with nearly two decades of knowledge and experience in the financial investment field. Paul’s experience in finance started with the well acknowledged statistics firm of Dunn and Bradstreet. He then went on to employment with the New York Life Insurance Company, leading to his career with AXA Advisors, LLC in 2005. He earned a BA in Business from Kean University. He holds FINRA Series 6 registration and he is Life and Health Insurance licensed. He has received numerous awards from AXA including the National Leaders Corps Award.

Investment Focuses

Paul has found his niche in the very rewarding area of pension planning for non-profit organizations. His many years of experience in guiding his clients through educational funding strategies, with a particular emphasis in the funding of 403(b) plans, Paul has helped many clients. He works closely with his clients in retirement planning strategies as well.

Personal

Paul has made trust the cornerstone of his business.  Through his generous spirit, he offers his time and efforts to the Freehold Challenger Program for Youth Sports. As a member of the FG Alliance, Paul assists families of Special Needs children and is proud of his many years with the Marlboro Baseball Travel Association. He, his wife and three children value the opportunity to reach out through their community service and dedication to others.