Paul Fimognari, CFP® in

Paul Fimognari, CFP®

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Financial Advisor at PF Wealth Partners
📍 Winter Park, Florida, United States

Paul Fimognari is a Certified Financial Planner® and the founder of PF Wealth Partners, specializing in retirement income and tax reduction strategies. With a Bachelor of Science from Western New England University, he uses a planning-first approach to help successful couples and individuals prepare for retirement.

He launched his own firm, PF Wealth Partners, to pivot from a traditional investment model to one centered on solving complex tax and income distribution challenges for retirees.

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Experience
26 Years
Current Role
Financial Advisor
Location
Winter Park, Florida, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Paul cares about

Retirement Income
His primary focus is helping clients convert their savings and investments into a sustainable and reliable income stream throughout their retirement years.
Tax Reduction Strategy
He emphasizes proactive strategies like Roth conversions and strategic withdrawals to help clients reduce their lifetime tax burden, a core tenet of his practice.
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Career

Work history

3-2026
Financial Advisor
PF Wealth Partners
9-1999 - 3-2026
Financial Advisor
Fimognari Financial
In the press

Media appearances

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Education
Bachelor of Science
Western New England University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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