Founding Member, Paolini Financial Group, LLC
Robert J. Paolini is the founding member of Paolini Financial Group, LLC, a comprehensive financial services firm serving both individual and corporate clients. As an Investment Advisor Representative with LPL Financial, Bob specializes in managing investments with a focus on tax efficiency. He currently holds Series 7, 24, 53, 63, registrations through LPL Financial and a Series 65 through (Hybrid) Independence Advisor Alliance.
Bob began his accounting career with Ernst & Whinney (now Ernst & Young), one of the world’s largest accounting firms. He later joined Asher & Company, Ltd., a prominent regional firm in Philadelphia, where he honed his expertise in accounting, auditing, consulting, and taxation services for small to medium-sized businesses.
A Certified Public Accountant since 1988, Bob is licensed in Florida, New Jersey and Pennsylvania. He also holds securities registrations and life and health insurance licenses in these states. He is a member of several professional organizations, including the American Institute of Certified Public Accountants, the Florida Institute of CPAs, the Pennsylvania Institute of CPAs, and the New Jersey Society of CPAs.
Bob and his wife, Dorothy, reside in Palm Beach Gardens, FL and are proud parents of four children.
Education:
- Temple University, Masters of Business Administration
- Rutgers University, B.S. Degree in Accounting
Affiliations and Community Leadership:
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
- New Jersey Society of Certified Public Accounts
- Licensed CPA in Florida, New Jersey and Pennsylvania
Tax services are not offered or provided through Paolini Financial Group or LPL Financial.