Paul Stawinski

CLU Wealth Advisors

Paul Stawinski is the President and Founder of CLU Wealth Advisors, a full-service wealth management firm specializing in personal and corporate financial planning.1 3 With over 30 years of experience in the financial services industry, Stawinski has established himself as an expert in providing innovative financial planning solutions to a diverse clientele, including those in the entertainment, fashion, and music industries, as well as high net-worth individuals and businesses.3

Professional Background

Stawinski's expertise spans various areas of financial services, including:

Securities and investment advisory services
Asset management
Risk management
Insurance
Comprehensive wealth accumulation
Estate planning

He studied Business Psychology at Duquesne University and further developed his asset management skills at Harvard University, focusing on modern portfolio theory.

Career Highlights

Throughout his career, Paul Stawinski has held several executive positions at major financial companies, including:

AXA
AIG
MONY
Ameritas

Currently, he serves as a registered representative of Lincoln Financial Advisors Corp. and is a Securities Licensed professional in multiple states.

CLU Wealth Advisors

As the founder of CLU Wealth Advisors, Stawinski has cultivated a boutique approach to wealth management. The firm focuses on:

Providing personalized financial planning strategies
Addressing individual investment and insurance objectives
Managing wealth and risk tolerance
Offering a comprehensive financial platform for clients' lives3

Professional Philosophy

Stawinski's unique approach to financial services involves helping clients identify and reallocate funds they may be losing unknowingly or unnecessarily. His goal is to enhance clients' retirement prospects and overall net worth.1 2