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.