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Paul H. Poulin, CFP®Financial Advisor- Chapter Director 100 Great Meadow Rd., Suite 103 |
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Peter HaasLong Term Care Specialist 148 Eastern Blvd., Suite 210 View Professional Biography of Peter Haas… Working in a family business, and helping others protect their assets for over 21 years, Peter understands the dynamics of being able to deliver valuable service along with efficient methods to protecting Connecticut families. Peter is committed to the education and awareness of his clients, and the community at large, about the important issues surrounding long term care. He began his career with the Allstate Insurance Company in June, 1988. He has won numerous company awards, including Honor Ring, National Champions, and Leaders Forum. He is active in the community through many organizations, including having served as President of the Hartford Chapter of the National Association of Insurance and Financial Advisors. While serving on that board he simultaneously served on the State Board and became President of the National Association of Insurance and Financial Advisors, Connecticut. Peter serves on the Financial Council in his local church, the Church of the Holy Family, and has coached numerous youth basketball and baseball teams. Peter is excited to be a member of the Foundation for Personal Financial Education, allowing him to give back to the community by providing awareness about the many financial issues people face and how to better manage them. |
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Ronald A. Soccoli, Jr.Attorney at Law 271 Whitney Avenue View Professional Biography of Ronald A. Soccoli, Jr… Ron’s practice focuses on estate planning, estate administration, small business planning, asset protection, elder law and tax planning. Ron counsels family members on the use of trusts and business entities as family planning tools to provide asset protection, tax savings and to promote family “values.” Ron has lectured on numerous business and estate planning topics for the National Business Institute (NBI), the National Network of Estate Planning Attorneys (NNEPA), the New England Graduate Accounting Study Conference (NEGASC), Small Business Innovation Research Group (SBIR), The National Association of Insurance & Financial Professionals (NAIFA) and The Small Business Network in Hartford (TSBN). Ron is an estate and business planning instructor as part of the continuing education programs for financial professionals and CPAs in Connecticut. Prior to his career in law, Ron was a financial planner with The Equitable, a member of the Global AXA Group. Ron received his B.A. magna cum laude from Wake Forest University with Honors and received his J.D. from The University of Connecticut School of Law. |
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