Michael Paul, J.D., LL.M., CFP®, CLU

Michael has been providing effective solutions to a select group of family owned businesses and high net worth individuals on a variety of estate planning, tax, business and succession planning issues and executive compensation for over 20 years.

Michael is a Certified Financial Planner and Chartered Life underwriter. He earned a LL.M. Degree (“Master of Laws”) in Taxation from Villanova University, his Juris Doctor Degree from Widener University School of Law, and he completed his undergraduate work in accounting at the Pennsylvania State University.

Michael’s professional affiliations include the Million Dollar Round Table, National Association of Insurance and Financial Advisors, and the Society of Financial Service Professionals. In addition to his professional life, Michael is an active member of the community, affiliated with various charitable organizations.

321 Norristown Rd, Suite 210, Ambler, PA 19025
PA: 215-643-5500