Paul Criscione, CFP®

Senior Vice President

Paul Criscione, CFP® is a Senior Vice President at Freedom Capital Management. His additional certification as a Financial Planner has taught him to focus on each client’s unique set of goals and aspirations. Using a top-down approach, Paul creates a complete picture of each client’s financial life and then devises a comprehensive wealth management plan designed to help meet their individual financial goals. Paul maintains frequent contact with his clients to monitor progress, while implementing new strategies as life changes occur. He also works closely with his clients’ other professional advisors, accountants and attorneys to ensure that all parties are focused on his clients’ main objectives.

Prior to joining Freedom Capital Management, Paul was a financial advisor at Merrill Lynch where he specialized in retirement planning, investments, insurance, and college/ estate planning. Prior to joining Merrill Lynch, Paul was the Managing Director of Information Technology for several multi-national corporations within the Prime Brokerage Division. He also provided business and technology solutions to financial services firms as President of PRC Consulting, LLC.

Paul holds a Bachelor’s of Science degree from The New York Institute of Technology and a Financial Planning Certification from Boston University. In his free time, he enjoys his newfound passion of playing golf. Paul also enjoys the outdoors and spends his vacations out West. He lives in Holmdel, New Jersey with his wife and has two daughters. His oldest is pursuing her Masters Degree in Entomological Paleontology while his youngest is working towards her Bachelor’s Degree in Business.

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Phone (732) 546-9365
Fax (888) 244-7136