Paul Markowich
Executive Vice President & Partner
Firstrust Financial Resources, LLC
ffrpro.com
pmarkowich@ffremail.com
M. (215) 262-7197 | P . (215) 640-3823
● Clients call Paul when life throws a curveball: having a baby, a death in the family, retirement, divorce,
an inheritance, a long-term care need, or a job change that leaves them staring at an old 401(k).
● Paul walks clients through a clear plan: what they own, what they owe, and what risk they’re carrying.
They stop wondering if they can retire, if their family is protected, and if their money will last, and they
get a direct line to Paul’s cell, not a call center.
● Paul’s ideal clients are professionals in their 40s trying to cut their future tax bill while they build savings,
and people in their late 50s and 60s doing a reality check on whether they have enough to retire and
leave the legacy they want.
Paul works closely with professionals, entrepreneurs, families and institutions to help them achieve their financial goals. As a Certified Financial Planner professional and Accredited Investment Fiduciary, Paul assists with the design and implementation of effective investment portfolios, insurance strategies, and corporate benefits. Paul believes that education is the foundation for financial success and is a frequent presenter for professional and worksite groups, providing education on various topics for investors at all levels. Paul has created a unique niche in leading financial planning from the perspective of Asset Location. This concept focuses on minimizing the effect of taxes to generate a higher net worth during one's lifetime and to an estate. Paul has received his certificate in Retirement Planning from The Wharton School, University of Pennsylvania and holds the Accredited Investment Fiduciary (AIF) designation.Paul has been featured on Thestreet.com, Kiplinger's, Fox 29 “Good Day Philadelphia” and the NBC10 Tracy Davidson Show. Paul is a member of The Union League of Philadelphia and lives in Bryn Mawr with his wife and two children.
