January General Meeting

JANUARY GENERAL MEETING

Legacy Planning and Generational Wealth

The guest speaker for the January General meeting will be Mr. Paul Danziger, President of Freedom Financial Advisors.

The talk will be tailored to the needs of the members as derived from the survey distributed by the Executive Secretary.  The whole objective is to bring Financial informationd to the membership, focusing on Legacy Planning and Generational Wealth.  Below is his Bio.

Paul Danziger is the president of Freedom Financial Advisors of Maryland. Paul has been connected with the financial services industry for many years as a consultant, producer, and owner of his own firm. He has achieved Court of the Table status, an exclusive group of elites producing financial professionals within the Million Dollar Round Table, the financial service’s most prestigious organization.

Prior to entering the financial services industry, Paul served as director and vice president of commercial real estate for Long & Foster Realtors, Paul is licensed in life, health and property and casualty insurance and is also securities licensed as an investment advisor representative. The firm utilizes its strategic partnership with Advisor’s Excel to assist FFA with investment advisory services.

Paul is a firm believer in creating “raving fans” and strives to provide the highest degree of integrity, skill, and commitment to all of his clients.

Paul is a native of Washington, D.C. but has lived in Maryland for over 35 years. He received his B.A. from Syracuse University and an MBA in investment analysis from American University. He has been a member of many business organizations, including the Washington Board of Trade, District of Columbia Builder and Industrial Association, Greater Washington Association of Realtors, and the Northern Virginia Technology Council. Paul was a member of the Montgomery County Board of Revere Bank prior to its purchase by Sandy Spring Bank. Paul is also a member of the Lakewood County Club. He is blessed with two wonderful adult children and two beautiful granddaughters, Cori, thirteen and Wyatt, born January 2021.