Paul DeLorenzo Paraplanner
Paul joins the Pinnacle Wealth Management team as a Financial Paraplanner. He's an experienced financial professional with 26 years in the industry, specializing in mortgage services and financial strategy. At Pinnacle Wealth Management, he plays a key role in supporting advisor operations and helping clients navigate their financial goals.
His background includes 16 years as a Manager and licensed Mortgage Loan Originator at Mortgage 1, where he led a team and facilitated the smooth operation of the entire loan process. He has worked closely with title companies, insurance agents, and other vendor partners to streamline operations and deliver exceptional service to clients.
Paul is detail-oriented and dedicated to providing thoughtful recommendations and support to help clients work toward their financial goals. His professional experience gives him a broad perspective, enabling him to offer practical solutions tailored to each client’s needs.
Outside of the office, Paul enjoys spending time with family, weekends up north, golfing, bowling, and investing.