Paul Salerno, JD*, LLM, MBA

Paul Salerno, JD*, LLM, MBA

Firm Director - Advanced Markets and Financial Planning

California Insurance License #: 0D71613

Paul is the Firm Director of Advanced Markets and Financial Planning for MassMutual Greater Pacific. He is responsible for teaming with wealth advisors in the high-net-worth, ultra high-net worth, business owner and corporate executive markets. Paul possesses broad and deep expertise in comprehensive wealth management and advanced estate planning. He is also a frequent speaker on numerous financial and advanced estate planning topics.

Prior to MassMutual, Paul was a Director of Strategic and Financial Planning at Beacon Pointe Advisors.  Paul provided comprehensive financial planning for the firm’s high-net-worth individuals, small business owners and corporate executives.  He previously served as the Director of Financial Planning at Tax & Financial Group and was a Manager of Financial Planning at KPMG and The AYCO Company, a subsidiary of Goldman Sachs.

Paul received his bachelor’s degree in Economics from the University of Florida School of Business Administration and went on to earn a Master of Business Administration (MBA) in Finance from the University of Miami Graduate School of Business Administration. He later earned his Juris Doctor (JD) from the Syracuse University College of Law and his Masters of Laws (LLM) in Taxation from Chapman University School of Law.

Paul resides in Laguna Niguel with his wife, Treena, and two children.   

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Paul Salerno is a registered representative of and offers securities, financial planning, and investment advisory services through MML Investors Services, LLC. Member SIPC. CRN202103-245479 *Not practicing on behalf of MassMutual or its affiliated companies