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Paul J. Phelan

Managing Director

MEET Paul

Paul joined AssuredPartners, Inc. in 2003 after starting his Financial Services career with MetLife. Paul has been instrumental in developing AssuredPartners Retirement Services Practice. Paul's personal practice includes consulting on Corporate Retirement Plans, Deferred Compensation and Executive Bonus Arrangements. Paul has worked closely with clients helping them understand their regulatory duties and making sure they remain compliant with ERISA and their duties as fiduciaries. He and his team work closely with employees as well, helping to ensure their successful retirement through comprehensive Financial Wellness programs that meet employees where they are at. Paul graduated from Bowling Green State University and received his CFP® designation in 2006. He carries FINRA Series 6, 7, 63 & 65 registrations as well Life, Health, Property, Casualty and Variable Products licenses in all 50 states. He is the Former Board Chair of Girls on the Run of Montgomery County and stays active in a variety of volunteer capacities. Paul lives with his wife Shannon and their two daughters in Gaithersburg, MD.

INDUSTRY INSIGHTS

About World

World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.

Wealth Planning & Investment Management

Personalized financial planning, portfolio design, investment strategy, and performance management.

Tax & Estate Planning

Risk management and estate planning to align your wealth with your financial plan, goals and legacy.

Retirement Plan Solutions

Customized retirement plan design, administration, and participant education.

Business Protection & Benefits

Personalized financial planning, portfolio design, investment strategy, and performance management.

Private Client Services

Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.

Let’s talk.

Paul J. Phelan

Managing Director