Membership Level: Small Business Membership (5 and Under Employees)

Provide services that help individuals, families and business owners to be prepared for present and future financial concerns so that they could sleep at night. Many people are not aware of some of the future financial concerns that may impact them until it is too late. I am a Registered Investment Advisor. However, I provide analysis and advice for life insurance, disability, long term care, annuities, estate planning, along with several other financial areas. In addition, I am a Certified Retirement Income Professional. Developing a trusting relationship with my clients is my top priority. Working with business owners to identify any potential areas that may put the business or themselves at risk is another very important part of my business. Along with other local professionals, such as attorneys and accountants, my clients receive thorough financial planning services. I look forward to being part of this great organization!

Paul Ciavarella joined Allied Wealth Partners in 2017 after over eight years of success assisting clients with their finances.

Before his career as a financial advisor, Paul was a business owner. His 25 years of experience as a business owner enables him to provide a wealth of information to his clients. Paul focuses on helping small and medium-sized business owners attain their goals. His association with other experienced financial professionals allows him to offer a full range of services to meet the needs of businesses and individuals alike.

Through his experience and association with other specialists in the financial services industry, Paul has high standards when it comes to assisting clients. Paul’s goal as a financial advisor is to help bring financial protection and independence to his clients that they had thought previously unattainable. This is accomplished through various conservative strategies of protection and long-term financial growth.

Paul utilizes a macroeconomic approach to help clients balance the primary financial domains of Protection, Assets, Liabilities, and Cash Flow. This approach recognizes the interdependence of these domains and tests all financial strategies across them to maximize the protection and performance of assets and cash flow. This unique approach can help provide clients with enhanced benefits in areas such as tax savings, risk management, and control of personal wealth.