Paula  Osenni,  CFP<sup>&reg;</sup> - Financial Advisor

Paula Osenni, CFP®

CFP

P.O. Box 4096
Middletown, NY 10941
FINANCIAL ADVISOR'S WEBSITE
(866) 341-2988
(845) 291-7001

General

Paula Osenni is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Middletown, NY and the surrounding communities.

Financial Advisor Overview

I work with clients in mid-life transitions, helping them to see the possibilities in their life and to make the most of their financial resources. I specialize in fee-based planning, with no investment minimums.

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Financial Advisor Experience

Private practice for 25 years with Ameriprise Financial. Currently focus is on mid-life transitions and retirement planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Career Change, Startup, Life Planning, Retirement, Succession Planning, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources