Paul Salerno

Paul Salerno

Director of Financial Planning

Phone: (949) 223-8247
Fax: (949) 223-8101
E-mail:

Paul Salerno is the Director of Financial Planning at Tax & Financial Group. He is responsible for providing comprehensive financial counseling, estate planning, tax planning, risk management, retirement planning and business succession planning to high net worth individuals, small business owners, and corporate executives.

Prior to joining Tax & Financial Group, Paul was a Manager of Financial Planning at KPMG. Prior to joining KPMG, he was an Associate Manager of Financial Planning with The Ayco Company, a subsidiary of Goldman Sachs.

Paul earned a Bachelor of Science Degree (B.S.) in Economics from the University of Florida. He has subsequently received a Masters of Business Administration Degree (M.B.A.) in Finance from the University of Miami. Paul then relocated to New York to obtain a Juris Doctorate Degree (J.D.) from the Syracuse University School of Law.  Paul has extensive experience in providing financial counseling to some of Fortune 500’s corporate executives.  

Paul has his Series 7 and 66 securities registrations. He has also obtained his Life & Health and Property & Casualty insurance licenses. In addition, he is a Registered Representative and an Investment Advisor Representative with Securian Financial Services, Inc., member FINRA/SIPC. Outside of his relationship with Securian Financial Services, Paul is a Registered Tax Preparer with the State of California.

Paul is an active board and planned giving committee member of Project Access, a local charity that assists low-income families to achieve self-sufficiency.  Paul is also a member of the Financial Planning Association (FPA).

Paul resides in Laguna Niguel, California, with his wife, Treena, his daughter, Brianna, and son, Brandon.  Paul is also an avid tennis player.