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

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CERTIFIED FINANCIAL PLANNER™ Practitioner

New York City, United States

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His background

  • Today
    2014
    2011

    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
    2011
    2006

    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
    2006
    2005

    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
    2005
    2003

    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

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About him

PROFILE
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.

Designations:
CERTIFIED FINANCIAL PLANNER™ - CFP®,
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

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