Jeremy Paul has been involved with National Cancer Center for over ten years. In 2007 Jeremy served as NCC’s investment advisory professional, a position he holds to this day. In 2009 he was asked to join the Board of Directors. He has served as Vice President and Treasurer; currently he serves as Treasurer.
Presently, Mr. Paul serves as the President and Managing Partner of RLP Wealth Advisors, LLC. He holds the Certified Financial Planner practitioner credential and is admitted to the legal Bar in both New York and New Jersey. His legal experience and knowledge of the law provide him with a broad perspective of the many factors involved in designing, implementing, and monitoring a comprehensive financial plan. Jeremy has also earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies, which provides formal training in investment fiduciary responsibility. Jeremy is a holder of the Certified Divorce Financial Analyst® credential. As a CDFA® he assists individuals and their attorneys in navigating through the personal and financial decisions accompanying a divorce.
Mr. Paul is a member of several organizations including the Greater Boca Raton Estate Planning Council, the Financial Planning Association, and the NYS Society of CPAs. In addition to the NCC Board, he serves on the Board of the New York Says Thank You Foundation.
Mr. Paul has been nominated for the prestigious Barron’s list of top 100 independent financial advisors and is a participant in Barron’s Winner Circle Top Independent Advisors Summit.