Our Qualifications

Paul J. Toohey, our firm's principal, has been working with high net worth individuals, dual income families and businesses in the area for more than thirty years.

Paul holds both the CFP® (Certified Financial Planning Practitioner) & AIF® (Accredited Investment Fiduciary) professional designations. He works primarily on a fee basis, but is also licensed to sell a variety of investment and insurance products.

Paul and his staff are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we provide is a roadmap to working toward a more secure financial future.

We at The Planners Network are looking forward to using our experience to help you pursue your financial goals.