Boston’s Men’s Group member
Experience in business management & operations
Belongs to a hip hop dance group
Likes golf & being outdoors
An avid reader
Will video conference with clients to make it easier
Paul Dio’s personal vision is to inspire those in transition. He is passionate about working with entrepreneurs to fulfill their ambitions by bridging the gap between industries and generations. He is equally passionate about working with clients who are transitioning into a different phase of their financial and personal life.
Paul designs, builds and connects the next generation of entrepreneurs through behavioral finance, collaboration and technology. As the co-organizer of the Business Model Generation group in Cambridge, MA, Paul acknowledges the value of professional advice and is constantly challenging himself in order to grow. These values, along with his contrarian nature, helps his clients understand their relationship with their money, their business and ultimately with themselves. These realizations are what allow Paul’s clients to make positive changes in their lives that move them towards financial success.
Joining Trilogy in 2012, Paul has focused on strategic planning and professional collaboration. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.