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Paul Vitale, CFP® - Manager, Financial Planning

Paul Vitale joined Stavis Margolis Advisory Services in January, 2005 as a Financial Planner.

Prior to joining Stavis Margolis, Paul was a product manager at E*Trade in Houston. He began his career as a project engineer with Diamond Shamrock (now Valero Energy Corp). He advanced through the company in a variety of positions including Manager of Investor Relations, Director of Development, and Business Manager of NGLs and Petrochemicals.

Paul graduated from the University of Delaware with a Chemical Engineering degree in 1974. He obtained an MBA from West Texas A&M University in 1986. He has completed the Certified Financial Planner™ coursework at Rice University and passed the CFP® exam in March 2005. Paul is a member of the Financial Planning Association, and serves on the Board of Directors as the Membership Direcotr for the Houston chapter. He offers Securities through FSC Securities Corporation, a registered broker/dealer. Mmeber FINRA/SIPC. Advisory Service offered through Stavis Margolis Advisory Services, Inc., a registered investment advisor not affiliated with FSC.
 

CFP® certified Manager, Financial Planning
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