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Paul G

Series 66

Dallas, TX

Equitable Advisors

Paul Giacomazzi is a financial advisor with Equitable Advisors in Dallas, TX, holding a Series 66 designation and entering his first year in the industry. His prior roles include positions with Clergy Planning Group and work as an independent contractor. Outside of finance, he has experience with the Wolfpack Baseball Club and Kenosha Kingfish organizations. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party asset managers and advisory platforms.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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