Paul Santos does not provide investment advisory products and services.

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:  paul.santos@axa-advisors.com

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 Advisors 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.

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.