PAUL LACAVA

Paul is a financial advisor and a partner of Wealth Conservation Group with more than 27 years of experience in building custom-tailored financial plans with a high level of expertise and integrity for his clients. He focuses on working with business owners, executives, physicians and retirees in the areas of estate planning, asset management and retirement income strategies.

Paul is a registered Representative of NYLIFE Securities LLC (member of FINRA/SIPC) and Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Adviser.

He is a leading professional in the use of life insurance for estate preservation and tax preferred strategic wealth planning. He is a lifetime member of the Million Dollar Round Table (MDRT) which is acknowledged internationally as the standard of excellence in the life insurance industry by demonstrating exceptional professional knowledge, strict ethical conduct and outstanding client service.

Paul holds a Master of Science in Financial Services (MSFS) degree from the American College, is a Chartered Financial consultant (ChFC^®) and a Retirement Income Certified professional (RICP^®). Paul received his B.S. in Finance from St. John's University.