Paul Beisler is a 35-year veteran of the financial services industry. Paul received the Chartered Financial Consultant designation from the American College in 1988, and the Chartered Life Underwriter designation in 1989. Paul maintains Series 6, Series 7, Series 63, and Series 65 licenses. In 2003 he became a registered investment advisory representative with Berthel Fisher & Company Financial Services, Inc., Member of FINRA / SIPC. Paul also spent 10 years with Equitable Life of NY and held a variety of positions with New England Life including responsibilities as a trainer and an investment supervisor. Prior to beginning his financial services career, Paul worked for Allegheny County as a probation officer in Juvenile Court and a therapist in the Community MH/MR system. Paul received a B.S. in Psychology and a M.Ed. in Counseling from the University of Pittsburgh.
Paul grew up in a typical working-class family in McKeesport, PA. He is a 45 year resident of Aspinwall, PA; he has two step-daughters and 6 grandchildren, all of whom he adores. In his spare time, Paul is a competitive tennis and bridge player, loves to read, and go to movies & the theater. Paul has always been active in his community serving on various boards and committees.
Paul sees his obligation to his clients as one of providing counsel and advice. His investment philosophy is grounded in his commitment to assisting his clients thrive and to providing his gold standard customer service to each client. As a licensed insurance agent, Paul pays close attention to insurance risk. Paul is excited about his affiliation with 21st Investment Advisors, sharing: “I am looking forward to working with Mike. His knowledge of individual securities and managed money is extensive. I believe our skills complement each other and provide benefit.”