Biography

PAUL LAVIOLA – CFP®, ChFC, MST, MSFS, RPA

Paul began teaching at Temple University as an Adjunct Assistant Professor in 2012 in the College of Engineering (COE). In 2016 he joined Temple’s COE full time as an NTT Instructor in the Department of Engineering, Technology, and Management. Paul is the course coordinator for one of the COE’s GenEd courses, Investing for the Future. Previously, Paul has taught graduate-level classes in the areas of investments and taxation at Widener University, In addition, Paul has taught the CFP® curriculum through Kaplan University to help Advisors meet the requirements and prepare them to sit for the CFP® exam.

Paul is a graduate of Saint Joseph’s University where he received his Masters of Science in Financial Services (MSFS). He also attended Widener University where he received a Masters of Science in Taxation (MST). He received his Bachelor’s Degree (BA) from Bloomsburg University where he majored in Environmental Planning. Paul has earned the Certificate in Financial Planning from Widener University’s Graduate School of Business and earned the Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr. Paul earned his Certified Financial Planner (CFP®) designation and is a CERTIFIED FINANCIAL PLANNER™ PRACTIONER. He also earned the Retirement Plans Associate (RPA) designation awarded by the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania

Paul is a Wealth Manager and a founding partner of www.myfoundationwealth.com Before co-founding Foundation Wealth Management LLC, Paul was a Vice President and Shareholder of RTD Financial Advisors a Registered Investment Advisory firm located in Philadelphia, PA. Previously, Paul was the Financial Operations Principal of a small investment bank in San Diego, California.

He is an associate editor for the Journal of Financial Service Professionals, one of the oldest and most prestigious journals in the financial planning field. He is a Philadelphia Leadership Fellow and a proud graduate of the Leadership Philadelphia Core Class Program. Previously, Mr. LaViola sat on the Board of Directors for the Philadelphia Tri-State Financial Planning Association where he served as Vice President of Education.
Paul has been quoted in Money Magazine, Kiplinger’s Magazine, Bloomberg News, Journal of Financial Planning, BusinessWeek Online, MSN Money, Financial Advisor Magazine, www.Bankrate.com Investment News, and www.MorningstarAdvisor.com. He has spoken at national industry conferences on financial planning and practice management topics for financial advisors.