Westport, Connecticut, United States
For nearly 34 years, Lee Rawiszer has exceeded client expectations as a financial advisor, wealth manager and insurance broker. Since 2003, Lee Rawiszer has served as owner, president, and managing principal of Paradigm Financial Partners, formerly known as Halper-Rawiszer Financial Group. Lee Rawiszer is a passionate, experienced financial advisor and trusted wealth manager specializing in high net worth individuals and businesses. He prides himself on a high touch approach with clients to bring them a holistic wealth management and income security strategy to enhance their life. Licensed by FINRA (hold Series 7, 6, 22, 65, 63); CLTC (certified in long-term care) and hold life & health insurance licenses. Connect with Lee and follow his blog: www.LeeRawiszer.com.
Managing Principal of the Westport, Connecticut-based Paradigm Financial Partners, the firm offers wealth management solutions by using a team of investment professionals to develop customized portfolios to grow wealth for every stage of life. Clients receive individualized strategic plans that enable them to achieve their goals in family business, personal finance, and retirement.
Before founding Paradigm Financial Partners, formerly known as Halper-Rawiszer Financial Group, Lee Rawiszer attended Manhattanville College and garnered a bachelor of arts in economics and business. After graduating, he started as a financial advisor and insurance broker with New York Life. At the Rye, New York location, Lee Rawiszer was inducted into Top of the Table and was named a life member of the Million Dollar Round Table. After seven years, he moved to 1717 Capital Management in Tarrytown. During his 17-year tenure with the organization, he consistently ranked as one of the Top 50 Advisors in the United States.
Important Legal Information Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), Member FINRA/SIPC. Paradigm Financial Partners, LLC is not affiliated with NFPAS. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Advisor Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor