Our Qualifications

 

 Paul Masalski, CLU, ChFC

Paul's photo Paul lives in Phoenixville, Pennsylvania with his lovely wife Marybeth and he's thankful to have two wonderful children, Michael and Zachary.  Upon entering the financial services profession, it was Paul’s mission to service the needs of individuals who seek independent financial advice, asset protection and wealth management strategies to meet their short and long-term goals.

Through his work as an independent financial professional, Paul gained valuable insight and experience creating strategic investment, retirement and estate preservation plans for individuals and businesses. His clients greatly respect and trust his ability to manage the highly technical and detailed work involved in these areas, and he is especially proud of the numerous long-term relationships he has built and maintained over the past 25 years.

What sets Paul apart from the financial crowd is the kind of caring service and undivided attention that focuses solely on you and your financial success.

  • Paul Masalski is a Registered Representative of and offers securities through Walnut Street Securities, Inc. .  Investment advisory services and financial planning offered through PFG Financial Advisors, Inc.  PFG is not an affiliated with WSS.
  • Member of the Society of Financial Service Professionals (SFSP) since 1984. Paul has served on the Board of Directors of the Greater Philadelphia Chapter of the Society of Financial Service Professionals for over 10 years, and completed his term as President of the organization in 2002-2003.   

The American College, now with over 27,000 members,  was founded  in 1928. Its mission is to promote professionalism among its members through the highest quality education and the maintenance of high ethical standards and conduct.

Society members are credentialed financial services professionals who provide financial planning, estate planning, retirement counseling, asset management and other services and products to their clients.

  • Recognized by the American College and SFSP for successfully completing the continuing education requirements for Professional Achievement in Continuing Education (PACE). As a PACE participant Paul has demonstrated a commitment to maintaining the highest standards of professional development.
  • Recipient Charter Financial Consultant (ChFC) designation in 1989, The American College, Bryn Mawr, PA.
  • Recipient Charter Life Underwriter (CLU) designation in 1987, The American College, Bryn Mawr, PA.
  • Member of the National Association of Insurance and Financial Advisors since 1980.
  • Has demonstrated leadership in the field of life underwriter education by serving as a Moderator to the Life Underwriting Training Council (AMTC).
  • Has displayed an outstanding commitment to the future of the insurance industry by successfully completing the Agency Management Training Program through the Agency Management Training Council (AMTC).
  • 1978 Bachelor of Science Degree in Insurance & Real Estate from The Pennsylvania State University, University Park, PA.
  • Member of the Phoenixville Area Chamber of Commerce.
  • Professional Licenses
    Securities Registrations: Series 6, Series 63 and Series 26
    State Registrations: DE, IL, MD, NC, NJ, NV, NY, OH, PA
    Insurance: Licensed to sell Life and Health insurance in DE, NJ, PA