Practice Snapshot
How I Help:
Details Coming Soon
Who I Help:
Business Owners
About Me:
A forestry graduate and a lover of the great outdoors, Rich Pauli discovered financial planning entirely by accident – or rather, it found him. He was recruited into the business by an industry veteran who happened to be a fellow alum of the forestry school.
Pauli Financial Group offers a wide range of services, including risk management, financial and retirement income planning. Rich particularly enjoys working with people and helping them plan for the future. He points out that helping his clients requires engaging them in an educational process. “Many people have an adverse reaction to financial services, but the fact is that once they realize how our offerings can provide independence, dignity and a legacy after a life changing event, they become advocates themselves.”
Rich earned a degree from the State University of New York College of Environmental Science and Forestry at Syracuse University. He has also obtained the designation of CHARTERED FINANCIAL CONSULTANT (ChFC®) through The American College of Financial Services.
Outside of work, Rich remains passionate about nature and tries to spend as much time outdoors as possible. He enjoys kayaking, biking, camping and hiking with his wife, Rhonda. They also love to travel and visit their children and grandchildren whenever possible.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
