Paul Hoshko, CFP®, ChFC®, CASL™, CRPS®

Paul Hoshko, CFP®, ChFC®, CASL™, CRPS®


New York City, United States

His background

  • Today

    Wealth Management

    +10,000 employees

    • Coordinate with internal product groups and external product providers, ensuring optimal utilization of affluent client plans and other suitable, bundled advisory solutions for affluent client relationships
    • Strategic Advisory, Mergers & Acquisitions, Private Equity, Debt and Equity Public Offering, 401(k) Plans, and other investment banking and advisory services, deals ranging from 1 - 100 million
    • Comprehensive Financial Planning - software NaviPlan and WealthTec Suite
    • Coach new and experienced advisors through all areas of wealth management and the financial planning process
  • Today

    Wealth Management/Vice President

    Hudson River Capital

    • Comprehensive financial planning for professionals and businesses, consulting on a wide array of business-critical and ancillary financial matters both domestically and internationally
    • Business development raising multi-millions in secured partnerships for multiple businesses
    • Business owner planning, from start-up advisement, strategic entity selection to business succession planning
    • Provided accounting services, tax return preparation for professionals/corporations, domestic and international
    • Managed, trained and coached personnel in developing broad-based, needs-focused, client-centric affluent client relationships
    • Presented business solutions to critical issues raised in the financial plan and implemented on behalf of clients generating new business revenue
  • Today

    Wealth Manager/CERTIFIED FINANCIAL PLANNER™ Practitioner

    +10,000 employees

    • Conducted/partnered in high net worth client meetings, as determined by the relationship team to identify client needs, while acting as a liaison with clientele, other experts, and teams members to coordinate the delivery of the financial planning process with all products and services to resolve client-planning needs
    • Directed financial planning process, established scope of relationship, gathered data, analyzed, developed and delivered team based recommended strategies in conjunction with implementation and monitoring
    • Facilitated business development and having a significant role in deepening and broadening relationships with existing wealth clients as well as bringing new client relationships into the wealth management team
    • Promoted professional development by maintaining an in-depth understanding of financial planning and the financial services industry while keeping abreast of significant changes or developments within the industry
  • Today

    Financial Advisor/CERTIFIED FINANCIAL PLANNER™ Practitioner

    +10,000 employees

    • Wealth management for domestic and international clients
    o Investment planning:Coordination and management of clients asset allocation coupled with consultative creation of wealth accumulation strategies
    o Retirement and employee benefits planning:Directed company sponsored plans along with personal retirement plans, retirement needs analysis, and analysis of investments for retirement plans
    o Estate planning:Advised on titling of assets, wills, gifting and charitable giving strategies, and the use of trusts to maximize the transfer of wealth
    o Risk management/insurance planning:Perform analysis and evaluation of insurance risk exposure

    • Business planning/consulting/succession for small-to-mid-sized businesses
    o Business advisory/cash management/:Directed cash-planning activities to meet liquidity and cash flow needs, capital preservation, payroll, as well as the strategic use of lending services
    o Retirement planning:Created and supervised non qualified plans (403(b), SEP, and SIMPLE), qualified plans (defined contribution plans - 401(k), profit sharing, and ESPP), and IRA’s

About him

Entrepreneurial business leader recognized for driving superior performance in the financial, management, and consulting arena. Result focused execution specialist defining and implementing strategic plans and managing a portfolio of projects with commitment, discipline, determination, and efficiency. A proven influencer with superb business acumen and extraordinary interpersonal skills, uniquely adept at building and maintaining cross-functional relationships among diverse personalities and interest groups from C-level stakeholders to the customer points of contact.

Chartered Financial Consultant - ChFC®,
Chartered Advisor for Senior Living - CASL™,
Chartered Retirement Plans Specialist - CRPS®,
Registered Financial Consultant - RFC

Ancillary Designations:
Estate Planning Consultant,
Retirement Plan Specialist,
Rule 144 Specialist

Financial Security Licenses:
Finra Series 7, 31, 63, 65, & 66

Insurance Licenses:
Life, Accident, Health, & Variable Insurance Licenses

***Chartered Life Underwriter (CLU®) Designation 2013