Paul Mahan, AIF

Paul Mahan, AIF®, is senior vice president, retirement consulting services, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. Since joining the firm in November 2010, he has been helping affiliated advisors to better market and serve retirement plans. Paul graduated from Boston College with a degree in English, and he currently holds FINRA Series 6, 7, 24, 63, and 65 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Managing Retirement Plans in Your Practice: It's Not Just for Specialists!

Managing Retirement Plans in Your Practice: It's Not Just for Specialists!

Posted by Paul Mahan, AIF

April 14, 2015 at 10:00 AM

Within the financial services industry, we equate leadership with prudence, diligence, and client care. As a successful wealth manager, you've used these qualities to build a wonderful client base. Your clients trust you with their financial concerns and expect that you will help them pursue their financial goals. You've executed so well, in fact, that one of your clients has now asked, "Can you manage the 401(k) plan I offer to my employees?"

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Topics: Retirement Consulting

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