Paul J. Di Palma,  CFP<sup>&reg;</sup> - Financial Advisor

Paul J. Di Palma, CFP®

MS, ChFC, CLU

Managing Partner

PathView Wealth/Ameriprise Financial Services, Inc

301 Metro Ctr. Blvd., Suite 201
Warwick, RI 02886
FINANCIAL ADVISOR'S WEBSITE
(401) 383-4295

General

Paul Di Palma is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PathView Wealth/Ameriprise Financial Services, Inc in Warwick, RI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Retirement Planning Counselor(CRPC), CLU

Insurance Licenses

  • Life insurance: RI
  • Health/disability insurance: RI
  • Fixed annuities: RI
  • Variable annuities: RI

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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