Paul Sortino, CFP®

Paul is our team's President, a CERTIFIED FINANCIAL PLANNER™ professional, and a Registered Representative and Investment Adviser Representative with Equity Services, Inc. offering securities in Maryland, Virginia, Delaware, District of Columbia, West Virginia, California and Pennsylvania. He is also insurance licensed in Maryland, Virginia, Delaware, District of Columbia, Pennsylvania, New Jersey, and North Carolina. He has been working in the financial services industry since 2006 and enjoys the opportunity that the career provides him to help others. He finds one of his most important roles to be that of an educator, helping clients, potential clients, and other advisors understand the advantages and disadvantages of the various financial planning options available. He finds joy in assisting others through the retirement planning and business succession process and the opportunity it provides him to make a difference in the lives of others. His primary focus is on the small business market, helping clients navigate the various tax reduction strategies, retirement plans, and employee benefits programs available to them.

Paul was born and raised in the Baltimore area, graduating from Calvert Hall College High School. He attended University of Maryland’s Robert H. Smith School of Business, earning a Bachelor of Science in Accounting. He continues to live in Towson with his wife Shannon the same street where he grew up. He enjoys the chance that this gives him to spend time with his and his wife’s family. Although he is not an expert in either, Paul enjoys skiing and golfing. He is also actively involved in the Cystic Fibrosis Foundation and Multiple Sclerosis Society.

Paul Sortino is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in CA, DC, DE, FL, GA, KY, MD, ME, MI, NC, NH, NJ, NY, PA, SC, VA, WV, VT. Paul Sortino is life and health insurance licensed in MD, DC, DE, GA, ME, NC, NJ, NY,  PA, TN, VA, TX.