Paul Tramontozzi, CFP®
Affiliated Wealth Advisor
Paul began his financial career on Wall Street after graduating from Binghamton University in 2001. He spent over a decade as an equity options specialist and ETF trader on the American Stock Exchange, mastering market mechanics and risk management.
His professional path took a deeply personal turn when his father was diagnosed with Lewy Body Dementia. Managing his parents' finances and healthcare during this crisis revealed the profound connection between wealth management and life’s most vulnerable moments. Driven by this experience, Paul transitioned from the trading floor to building his own financial planning practice, dedicated to helping families navigate complex financial and emotional transitions.
In 2018, Paul partnered with Stratos Wealth Partners. This collaboration combines his personal, bespoke approach with the institutional-level resources and security of a major national firm.