Paradigm Wealth Advisory LLC

Daniel Lombardozzi is a financial advisor at Paradigm Wealth Advisory LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Garden State Securities, Inc., First Allied Advisory Services, Inc., and First Allied Securities, Inc. Outside of his advisory role, he is involved with Perennial Planning Partners LLC and Awaye Realty, which provide non-variable insurance and mortgage/real estate services, respectively. Paradigm Wealth Advisory LLC is a multi-advisor wealth management firm serving individuals, high-net-worth clients, families, trusts, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, and customized portfolio construction with a primarily long-term, client-customized investment approach.

Mark Perez is a financial advisor with Paradigm Wealth Advisory LLC in Windermere, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Paradigm Wealth Advisory and LPL Financial since 2017, with intermittent periods of retirement. Outside of his advisory role, he is involved in residential real estate sales through Infinity Real Group. Paradigm Wealth Advisory LLC is an SEC-registered, multi-advisor firm serving individuals, high-net-worth clients, families, trusts, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management and financial planning with a primarily long-term, client-customized approach using institutional mutual funds, ETFs, equities, bonds, and options.

David Provinsal is a financial advisor with Paradigm Wealth Advisory LLC in Bridgewater, NJ, holding Series 63 and Series 66 registrations and 27 years of industry experience. He has worked at LPL Financial and First Allied Securities, Inc. Prior to joining Paradigm Wealth Advisory in 2016, he spent seven years with First Allied Securities. Paradigm Wealth Advisory LLC is an SEC-registered, multi-advisor wealth management firm serving individuals, high-net-worth clients, families, trusts, charitable organizations, and pension/profit-sharing plans. The firm employs a primarily long-term, client-customized investment approach using institutional mutual funds, ETFs, individual equities, bonds, and options.

Bryan Kaufman is a financial advisor at Paradigm Wealth Advisory LLC with two years of industry experience. He holds a Series 65 designation and has been a self-employed partner at Kaufman & Gumnic LLP, a CPA firm specializing in tax preparation for individuals and entities, since 2009. Paradigm Wealth Advisory LLC is a multi-advisor wealth management firm serving individuals, high-net-worth clients, families, trusts, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, and customized portfolio construction with a primarily long-term, client-customized investment approach.

Michelle Giegerich is a financial advisor with Paradigm Wealth Advisory LLC in Dublin, PA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Paradigm Wealth Advisory and LPL Financial since 2020 and was previously with S2K Financial LLC from 2018 to 2020. Paradigm Wealth Advisory LLC is an SEC-registered, multi-advisor wealth management firm serving individuals, high-net-worth clients, families, trusts, charitable organizations, and pension/profit-sharing plans. The firm employs a primarily long-term, client-customized investment approach using institutional mutual funds, ETFs, individual equities, bonds, and options.

Ryan Grady is a financial advisor at Paradigm Wealth Advisory LLC with four years of industry experience. He holds a Series 65 designation and has been with Paradigm Wealth Advisory since 2019. Prior to his advisory role, he worked for five years at CrossFit KLEW. Paradigm Wealth Advisory LLC is a multi-advisor wealth management firm serving individuals, high-net-worth clients, families, trusts, charitable organizations, and pension/profit-sharing plans. The firm offers discretionary investment management, financial planning, and customized portfolio construction, managing over $468 million in assets across a 12-person advisory team.

Sara Gill is a financial advisor at Paradigm Wealth Advisory LLC with eight years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2017. Gill also provides administrative support to independent investment advisor firms affiliated with Paradigm. Paradigm Wealth Advisory LLC is an SEC-registered, multi-advisor wealth management firm serving individuals, high-net-worth clients, families, trusts, charitable organizations, and pension/profit-sharing plans. The firm employs a primarily long-term, client-customized investment approach using institutional mutual funds, ETFs, individual equities, bonds, and options.