Paul Frey

Paul comes to Confluence with more than 30 years of experience in the financial services industry. Paul’s mission is to improve his clients’ lives by providing caring, knowledgeable financial advice and tangible solutions that help them attain their lifetime goals and aspirations. He has focused his practice on holistic financial planning including goals-based investment management, risk management, estate planning, and a special focus on retirement income planning.

Prior to joining Confluence, Paul served clients at Stifel Financial, A.G. Edwards, and Wells Fargo. Paul is a graduate of Penn State and holds a MBA from the University of Pittsburgh. He is also a Certified Investment Management Analyst and holds the CERTIFIED FINANCIAL PLANNER™ certification.

Paul and his wife, Lori, live in Peter’s Township where they enjoy spending time with their children, grandchildren, and family dogs. Paul enjoys traveling, especially hiking in Arizona, and reading about global geopolitics.

Certified Financial Planner Board Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™  and CFP® in the U.S.