CoverProfile

Paul Laviola

Wealth Manager, Certified Financial Planner®, Co-Founder, Fee-Only Advisor and Founding Partner

Foundation Wealth Management

United States, Pennsylvania, Media

About Me

Paul is a Wealth Manager and a founding partner of Foundation Wealth Management, LLC. He works closely with families and individuals helping them organize and manage their financial life. Prior to co-founding Foundation Wealth Management, Paul was a Financial Advisor and Shareholder of a large Registered Investment Advisory firm located in Philadelphia, PA. He began doing comprehensive financial planning during his tenure with an advisory firm in Jenkintown, Pennsylvania. Previously, Paul was the Financial Operations Principal of a small investment bank in San Diego, California. Paul is a graduate of Saint Joseph’s University where he received his Masters of Science in Financial Services

View more

Profile Information

Wealth Manager, Certified Financial Planner®, Co-Founder, Fee-Only Advisor and Founding Partner

Foundation Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Media

Pennsylvania

United States

May 23, 2025

Work Experience

Foundation Wealth Management LLC

Wealth Manager ►Certified Financial Planner®, Co-Founder, Fee-Only Advisor
Jun 2013 - Present
Email: paul@myfoundationwealth.com

More profiles to browse

Profile Photo
Stephen Mcdade
Wealth Manager & Founding Partner
Profile Photo
Timothy Lourenco
President & Wealth Advisor
MH
Matthew Hardin
Chief Compliance Officer
Profile Photo
Daniel Ladd
Chief Investment Officer & Financial Advisor

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation