Paul Santucci
paul@psantucci.com
Paul started his career with Northwestern Mutual in 1992, and he founded Paul Santucci Financial Services in 2002. His practice specializes in retirement income planning, and he works with many business clients in the Southern New England area.
Paul completed Bryant University's Financial Planning Certificate Program, and he earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360. He has formal training in investment fiduciary responsibility.
A Rhode Island native, Paul has resided in Greenville for more than 40 years, and he lives there now with his wife, Liz, and children, Nicholas (14) and Marissa (12).
His hobbies include golf, tennis, gardening, and skiing.
Community
Paul is very active in a greenhouse and garden project at St. Philip School. This project has donated more than 50,000 pounds of fresh produce to the Rhode Island Community Food Bank and more than 6,000 plants to other community gardens.
Registrations/Appointments held through Commonwealth:- General Securities Principal (FINRA Series 24) 2003
- General Securities Representative (FINRA Series 7) 2002
- General Securities Principal (FINRA Series 9/10) 2002
- Uniform Investment Adviser Law (FINRA Series 65) 1999
- Uniform Securities Agent State Law (FINRA Series 63) 1996
- Licensed Insurance Broker/Agent
John Feather
john@psantucci.com
John has 18 years of financial services experience. Starting at First Data, then Fidelity Investments, John joined with Paul in 2002. In addition to being Paul's right arm, John has met and worked with all of our clients on a daily basis. John is also responsible for analysis and research. John is a 1990 graduate of Rhode Island College with a BS in marketing and holds FINRA Series 6 and 63 registrations as a Registered Assistant with Commonwealth Financial Network®. John lives in Greenville and has two children: Zachary and Corina. John enjoys photography and is an avid hiker. He is a volunteer hike leader with the Narragansett chapter of the Appalachian Mountain Club. Registrations held through Commonwealth: - Uniform Securities Agent State Law (FINRA Series 63)
- Investment Company Products/Variable Contracts (FINRA Series 6)
Rachel Toppi
rachel@psantucci.com
We are pleased to announce that Rachel Toppi has joined our team. Rachel graduated from the University of Rhode Island in 2008 with a Bachelor's in psychology. Rachel completed her Master's in organizational psychology in 2010 at The Massachusetts School of Professional Psychology. Rachel enjoys playing tennis, exercising, and cooking. Rachel is a lifelong resident of Smithfield.
Rachel will mainly be assisting with scheduling and office support functions, so you will be hearing a new voice on the phone.
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