Paul G. Donnelly, ChFC, CLU

Paul G. Donnelly, ChFC, CLU

For my college education, I attended Fairleigh Dickenson Univsersity and on August 31st, 1985 I graduated  with a BS in Economics and Finance.  On November 1st, 1984 I found my true calling and joined the Equitable Life Assurance Society of the US.  I earned my Life and Health Insurance producer license & subsequently my Series 7 & 63. Then on October 12th, 1991 I became a Chartered Life Underwriter (CLU) a well-respected designation of insurance expertise.

Soon after that on October 14th, 1992 I earned the Chartered Financial Consultant® (ChFC®) designation from The American College in Bryn Mawr. In 2007 I received a designation from Wharton Business School at the University of Pennsylvania as a Retirement Planning Specialist.

In 1993 I met my longtime friend and partner Gary Clancy and after working together for some years we decided to form a practice within Equitable Advisors.

It is my belief that the cornerstone of business/individual financial planning is the recognition that all businesses and their owners economic situation is unique. Personalized service is essential when matching clients with the right financial products and services.

When I am not working with businesses and business owners implementing and maintaining qualified and non-qualified retirement plans etc., I enjoy playing golf with friends and clients. Once in a while I like to catch a good Broadway show, a concert or a quiet dinner around town with my family and friends.

I reside in Clarksburg, NJ with my lovely wife Marguerite and our five daughters whom I adore.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may want to discuss.

Securities and investment advisory services offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC.  Annuity and Insuracne products offered through Equitable Network, LLC and its subsidiaries.  AGE- 108306 (10/15) (Exp. 10/17)

Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.

Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.

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