Paul entered the financial services industry in 1986 when he co-founded The Buckley Financial Services of Portland, Inc. with his partner Paul S. Allen. He earned his bachelors degree in Business Administration from Saint Michael's College in 1986.
Paul manages the Individual and Estate Planning Division of BGA Financial, focusing on advanced estate planning and business succession planning. He earned both his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College in 1993. Paul is a Qualifying and Life Member of the Million Dollar Round Table and has also qualified for Court of the Table and Top of the Table on numerous occasions.*
Paul is a registered representative and financial advisor. He is a member of the Association of Advanced Life Underwriters, the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors.
Paul has been recognized for his industry leadership and commitment to the highest standards of professionalism.
Paul makes his home in Falmouth, Maine with his wife Katherine and their three children.
*Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table. MDRT Court of the Table level requires accelerated levels of income or earned premiums associated with sales. The level is evaluated annually and adjusted as needed to maintain the exclusivity associated with membership.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.