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Paul H. Etra, AIF®

Paul H. Etra, AIF®

SVP, Corporate Benefits & CFO

Paul H. Etra is the Senior Vice President of Corporate Benefits for PRB Wealth Management.

Mr. Etra works closely with business owners, accountants, and trusted advisors. Through his extensive industry knowledge and experience, he is able to assist in plan design and implement appropriate investment platforms that seek to help maximize his clients’ retirement goals.

Mr. Etra also guides corporate clients in the improvement and implementation of benefit packages including health, vision, and dental insurance, and corporate group life and disability income insurance programs.

In addition, Mr. Etra provides broad knowledge in individual life, disability income insurance, and long-term care insurance. His personal and hands-on approach enables him to aid his clients in addressing their goals through carefully and thoroughly constructed strategies.

Mr. Etra entered the financial services profession as an equity trader after completing his studies at Florida International University. Previously, he worked with National Life of Vermont and subsequently MassMutual where he gained experience in various areas as a financial and investment professional including retirement plans, insurance, and non-qualified deferred compensation planning. Mr. Etra joined PRB Wealth Management in 2004, and he is currently completing an advanced financial services degree at American College in Bryn Mawr, PA. Mr. Etra currently resides in Manhattan with his wife and daughter.

 

 

Written by Paul Etra:

A Different Kind of Employee Education

Corporate Retirement Plan Fees

The Importance of an IPS

The Importance of RFPs