Focus
With over 30 years of industry experience Paul provides comprehensive investment and estate planning strategies for individuals and small business owners.
He works with a limited amount of people so that he can devote his energy and time to their specific needs. This experience consists of investment advice, access to lending products and services through Wells Fargo affiliates, and investment and bespoke estate planning strategies.
Background and experience
Paul’s appreciation for investing started at a young age when he would listen to his father talk about stocks, CDs and IRAs around the dinner table. Paul and his father, Barry, eventually would form Fisch Wealth Management Group of Wells Fargo Advisors. Paul has been named as one of the Forbes Best-In-State Wealth Advisors in 2022-20251. Fisch Wealth Management Group was named as one of the Forbes Best-In-State Wealth Management Teams for 2023, 2024 & 20252. Paul has also been recognized as a Five Star Wealth Manager by Philadelphia Magazine from 2012-20233.
Paul began his career as a Financial Advisor at Prudential Securities in Bala Cynwyd, where he developed his investment knowledge. Paul joined Wachovia Securities in 2005, a predecessor firm of Wells Fargo Advisors.
Paul was a swimmer locally at Germantown Academy and a scholarship athlete at Indiana University in Bloomington, Indiana. Swimming taught him that you need both discipline and patience in order to achieve your goals. He utilizes this strategy when developing a plan for his clients in order to help them achieve their goals.
Away from the office
Paul spends his free time with his wife Wendi and their two children. His daughter is an actress and is pursuing her dreams in New York. His son, also in New York, is pursuing his Master’s Degree. Paul and Wendi enjoy travel and experiencing new cultures. Paul also likes to swim and work out at the gym. Paul is also interested in cooking and has been involved with local cooking classes that have helped raise money for local charities. Paul has been a member of the Jenkintown Rotary for the last 14 years and believes in their strong message.
CA Insurance License Number: OL10000. Resident State PA
See Full List of Winners: Forbes Award Page
1 See Full List of Winners: Forbes Award Page
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. View Additional Disclosures
2 See Full List of Winners: Forbes Award Page
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. View Additional Disclosures
3- The Five Star Wealth Manager award was issued on 11/01/2023 by Five Star Professional (FSP) for the time period 02/13/2023 through 08/31/2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 3,885 Philadelphia-area wealth managers were considered for the award; 328 (8% of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award issued on 11/1/22 by Five Star Professional (FSP) for the time period 2/21/22 through 8/19/22. 3604 Philadelphia-area wealth managers were considered for the award; 305 (8% of candidates) were named 2022 Five Star Wealth Managers.
Award issued on 11/1/21 by Five Star Professional (FSP) for the time period 01/18/2021 through 09/3/2021. 3576 Philadelphia-area wealth managers were considered for the award; 310 (9% of candidates) were named 2021 Five Star Wealth Managers.
Award issued on 11/1/20 by Five Star Professional (FSP) for the time period 02/10/2020 through 09/11/2020. 4148 Philadelphia-area wealth managers were considered for the award; 366 (9% of candidates) were named 2020 Five Star Wealth Managers.
Award issued on 11/1/19 by Five Star Professional (FSP) for the time period 02/11/2019 through 09/20/2019. 3910 Philadelphia-area wealth managers were considered for the award; 437 (11% of candidates) were named 2019 Five Star Wealth Managers.
Award issued on 11/1/18 by Five Star Professional (FSP) for the time period 02/20/2018 through 09/19/2018. 3721 Philadelphia-area wealth managers were considered for the award; 439 (12% of candidates) were named 2018 Five Star Wealth Managers.
Award issued on 11/1/17 by Five Star Professional (FSP) for the time period 01/20/2017 through 09/8/2017. 3022 Philadelphia-area wealth managers were considered for the award; 437 (14% of candidates) were named 2017 Five Star Wealth Managers.
Award issued on 10/1/16 by Five Star Professional (FSP) for the time period 03/5/2016 through 10/7/2016. 2671 Philadelphia-area wealth managers were considered for the award; 660 (25% of candidates) were named 2016 Five Star Wealth Managers.
Award issued on 11/1/15 by Five Star Professional (FSP) for the time period 03/5/2015 through 09/9/2015. 4696 Philadelphia-area wealth managers were considered for the award; 805 (17% of candidates) were named 2015 Five Star Wealth Managers.
Award issued on 11/1/14 by Five Star Professional (FSP) for the time period 03/5/2013 through 09/9/2013. 4438 Philadelphia-area wealth managers were considered for the award; 856 (19% of candidates) were named 2014 Five Star Wealth Managers.
Award issued on 10/1/13 by Five Star Professional (FSP) for the time period 03/5/2012 through 09/9/2012. 3354 Philadelphia-area wealth managers were considered for the award; 934 (28% of candidates) were named 2013 Five Star Wealth Managers.
Award issued on 11/1/12 by Five Star Professional (FSP) for the time period 03/5/2011 through 09/9/2011. 2847 Philadelphia-area wealth managers were considered for the award; 773 (27% of candidates) were named 2012 Five Star Wealth Managers.
