Paul Markowich, CFP®

Paul Markowich, CFP®

Executive Vice President & Partner

Phone: (215) 640-3823
Fax: (215) 569-2680
E-mail:
 

Mr. Markowich works closely with professionals, entrepreneurs, and families to help them achieve their financial goals.  As part of comprehensive planning, Paul assists with the design and implementation of effective investment portfolios, insurance strategies, and employee benefits.

One area of focus is assisting healthcare organizations and their employees in the area of retirement plans and group benefits.  Paul concentrates on working with both senior management to design and install appropriate benefit plans, as well as with individual employees seeking to maximize their retirement savings and protect their nest eggs.

Paul is a frequent presenter for professional and worksite groups, providing education on various topics for investors at all levels.  Paul has been featured on Thestreet.com, Kiplinger's, Fox 29 “Good Day Philadelphia” and the NBC10 Tracy Davidson Show.

Paul lives in center city with his wife and daughter.

 

Annuity and insurance products offered through AXA Network, LLC. Insurance, annuities, and investment products are not FDIC insured, are not deposits or other obligations of or guaranteed by any bank, and are subject to investment risk, including possible loss of the principal invested. AXA Advisors and its affiliates are not affiliated with Firstrust Bank.

California Insurance License #: #0I03294


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

Firstrust Financial Resources is not owned or operated by AXA Advisors, LLC or its affiliates.