Paul Muller, AEP®, CFP®
Relationship Manager and Founder
Paul graduated from the State University of New York at Albany with a degree in Economics and has over 25 years of experience in the financial industry. He’s a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner (AEP®), and holds a FINRA series 65 registration through Vision Retirement.
Get to Know Paul
If Paul had the time, he would open his own microbrewery. On a golf course. In a much warmer climate.
On the rare occasions Paul has free time, he enjoys not only sampling the various beer styles that exist in the world, but also gets a kick out of crafting his own innovative beer flavors. He often claims that the makers of Rocky Mountain Oyster Stout and Budweiser have nothing on him. We aren’t quite sure what this means, but we're keen to sign up for a tasting session.
Occasionally, you can also find Paul teeing golf balls at local courses, riding bikes in Hilton Head, doing yard work, watching his son, David, play hockey, or simply sitting back and enjoying a nice glass of red wine as he takes in the breathtaking views of Arizona.
So, besides family (Paul has three children, Cortney, Britney, and David), what takes up all of Paul’s time? That’s simple—it’s helping people.
You see, if there is one thing you should know about Paul, it’s that he is driven by a desire to help others. And that’s why he launched Vision Retirement; he now gets to help clients work towards their retirement dreams on a daily basis.
However, Paul doesn’t just help people financially. Paul spends a significant portion of his time supporting various non-profit organizations, including the Hillsdale Volunteer Fire Department. He’s also a member of the Greater New Jersey Estate Planning Council.
Paul is available to meet with clients and prospective clients in either our Ridgewood or Poughkeepsie office or anywhere virtually (through Zoom).