Paul Corchado
@paulcorchado
I help individuals and business owners build, protect, and preserve wealth through financial planning.
United StatesWhat I'm looking for
I help individuals and business owners address retirement planning, insurance protection, employee benefits, and business financial needs through tailored solutions.
At New York Life and NYLIFE Securities, I offer insurance and securities products and services, including college funding, extended-care cost planning, and lifetime income strategies.
I've built relationship-management experience across MassMutual, The Hartford, MFS Investment Management, Great-West Retirement Services, Fidelity Investments, and Scudder Investments, supporting corporate 401(k) plans with $5M to $85M in assets.
Experience
Work history, roles, and key accomplishments
Registered Representative offering securities
products and services through NYLIFE
Securities LLC. (Member FINRA/SIPC), A
Licensed Insurance Agency
Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
Registered Representative offering securities
products and services through NYLIFE Securities LLC,
Member FINRA/SIPC, A Licensed Insurance Agency.
Financial Services Professional helping clients with tailored solutions to retirement planning, insurance protection, employee benefits and other business financial needs.
Agent with New York Life specializing in retirement, estate, distribution planning, insurance protection.
Worked as Real Estate Agent at Marcus & Millichap.
Worked as Relationship Manager at MassMutual Financial Group.
Relationship manager for corporate 401(k) Plans ranging from $5M - $85M in assets
Relationship management position for corporate 401(k) Plans for MFS's Retirement Services In. (RSI) with assets between $5M and $50M. Re-branded by MFSs parent corporation Sun Life to Sun Life Retirement Services and acquired by The Hartford.
Worked as Regional Director at Great-West Retirement Services.
Worked as Mgr. Retirement Counselors at Fidelity Investments.
Worked as Registered Representative at Scudder Investments.
Education
Degrees, certifications, and relevant coursework
University of Massachusetts Dartmouth
Bachelor of Arts (BA), Hunanities & Social Sciences
Suffolk University - Sawyer Business School
MBA, Business
Georgia Department of Insurance & Safety Fire
Insurance Agent, Accident, Health, Life
Issued Jan 2026 · Expires Apr 2029
Massachusetts Division of Insurance
Insurance Producer, Accident, Health & Life
Issued Oct 2025 · Expires Apr 2028
FINRA
Series 6
Arizona Department of Insurance
Insurance Agent, Accident, Health, Life,
Issued Nov 2025 · Expires Apr 2029
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Social media
Job categories
Skills
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