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Cfp® Paul Muller

Helping people enjoy a comfortable and stress free retirement.
Ridgewood, New Jersey, United States
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This public profile is provided courtesy of Clay. All information found here is in the public domain.
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Profile Image for Cfp® Paul Muller

Cfp® Paul Muller

Helping people enjoy a comfortable and stress free retirement.
Ridgewood, New Jersey, United States
SummaryAI Assisted Badge

Vision Retirement's Founder and CEO, Paul D. Muller, is a respected Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP®) with over 20 years of experience in the financial industry. After graduating from the State University of New York at Albany with a degree in Economics, Paul developed a successful career as a Financial Advisor at American Express Financial Advisors, Financial Consultant at Fidelity Investments, and Vice President of Financial Services at Proponent Financial Services before founding Ridgewood Financial Advisors and subsequently Vision Retirement.

Paul's expertise in retirement advice, planning, and implementation has earned him recognition for quality service as a seven-time recipient of the Five Star Award, which is awarded to less than 3% of wealth managers in New Jersey. He holds FINRA series 6, 7, 24, 63, and 65 securities registrations through LPL Financial, and he is a member of the Greater New Jersey Estate Planning Council.

In addition to his professional success, Paul is a devoted philanthropist. He dedicates significant time and resources to supporting organizations like the North Jersey Friendship House and the Hillsdale Volunteer Fire Department. When he's not helping clients fulfill their retirement dreams or supporting charitable causes, Paul enjoys pursuing personal hobbies like creating innovative beer flavors, golfing, and taking in beautiful views with a glass of red wine.

This public profile is provided courtesy of Clay. All information found here is in the public domain.