Paul D'Amico CFP®, RICP®, CLU®
Paul D’Amico joined Allied Wealth Partners in April 2021 with over 35 years of experience as a Financial Advisor, most recently working with Mass Mutual and MetLife. A graduate of Manhattan College with a bachelor’s degree in Mathematics, Paul is a CERTIFIED FINANCIAL PLANNER ® Professional who also holds the Retirement Income Certified Professional (RICP ®) and Chartered Life Underwriter (CLU ®) designations. These designations underscore his commitment to furthering his expertise for the benefit of his clients.
Paul uses a comprehensive approach when working with clients on their financial future. Using various tools and strategies, including life insurance protection, asset allocation, and retirement funding, Paul is able to help individuals prepare for the road ahead by focusing on all aspects of their financial well-being. His primary goal is to assist them in creating lifetime streams of income to help ease the stresses of life before and after retirement.
Paul’s achievements in the financial services industry have not gone unnoticed, as he was the recipient of numerous firm-wide distinctions during his tenure at MetLife and Mass Mutual. These included earning the AIG Top Producer Award from 2017-2020, as well as inclusion in the firm’s President’s and Leader’s Conferences. The latter he achieved 16 times during his time with the firm. Paul was also very active in the LBGT+ communities, serving on various diversity groups at both MetLife and Mass Mutual.
A resident of New City, NY, Paul lives with his husband, Joseph. In his leisure, he enjoys tennis and exercise, along with completing word puzzles.
Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
Paul D'Amico is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated.