Paul Stawinski, CLU

Founding Partner

Paul is a graduate of Duquesne University and the University of Pittsburgh and earned his B.A with honors in Psychology in 1974.  He earned his Chartered Life Underwriter designation from The American College in 1988.  He has also studied Advanced Financial Planning at Harvard University.

Paul has over 40 years of financial services industry experience.  Before founding The CLU Wealth Advisors, he began his financial services career at The Equitable in 1978 and has held executive positions at AIG, The MONY Group and Ameritas Life Insurance Corp.

Today he runs a values based financial planning practice that focuses on the unique aspirations, of each individual client. He takes a holistic approach regardless of what stage of your life you are in.  Paul believes in thinking "outside the box" and challenges conventional wisdom in approching investment and wealth preservation. The end result is a plan designed to provide a sense of security and confidence in the client’s financial well-being, today and in the future.

Paul is an avid and passionate Sailor and is affiliated with both the Sea Cliff Yacht Club & the Masonic Yatch Club.  His affinity for music has been life long, particularly playing his Fender Stratocaster guitar.  Paul is a member of the “Growing Up Africa Foundation” as well as the organization “World Animal Protection”.  He lives in Manhattan with his wife and daughter, along with their three dogs.