PAUL GUGLIELMO
Planning Analyst

Paul is a licensed member of the team at Wealth Impact Partners responsible for duties related to planning and analysis, research and marketing, and sales support under Josh Procaccini’s leadership and guidance. He assists with the creation and updating of plans, focused analysis and illustrations, technical research, trades and allocations, and client communication and support, as this relates to implementation and refinement of plans, accounts, and/or policies.

Paul earned a Bachelor of Science from Southern New Hampshire University where he studied marketing with a minor in finance, graduating with cum laude honors.

PAUL GUGLIELMO
Planning Analyst

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E: info@wealthimpactpartners.com

175 Highland Avenue
Suite 401 Needham, MA 02494
P: 781.489.9800

1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
P: 847.595.1970

Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Wealth Impact Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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