Paul Colte, CFP®

Paul Colte, CFP®

Senior Vice President

Paul Colte graduated from Queens College part of CUNY with a B.A. in economics and a minor in accounting. He went on to build numerous successful businesses starting from the ground up. Those experiences have given him an insight into some of the challenges his clients face and the importance of quality financial advice. 

 Paul started his career with Equitable Advisors in 2005 and served as a district manager for six years. During this time, he mentored new advisors in the business. He went on to earn his Certified Financial Planner Professional ® designation in Feb.2012.

Paul believes that one of his primary tasks is to help his clients understand what is involved in meeting their goals to make an informed decision. He uses his knowledge and expertise to construct a personalized financial plan that puts the client on the right path to achieve their goals.

Paul's accolades in his industry include recognition from Equitable Advisors in the Hall of Fame, recognition from the Million Dollar Round Table as a life, and Top of the Table Qualifier of MDRT. Paul was also recognized in N.J. Monthly Magazine as a "Five Star Wealth Advisor."

Paul has been a resident of Marlboro, NJ, for the past 32 years. His interests include hiking, skiing, boating, and traveling. Paul's charitable interests include supporting the American Heart Association, The American Cancer Society, and St. Jude Children's Research Hospital.

 

My professional qualifications are:
Certified Financial Planner®
Life & Health insurance in various states
FINRA Securities registrations:  Series  7, 24, 66

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Ascendancy Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (732) 326-5252
Fax (732) 326-4900
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