Pauli Financial Group was founded by Richard P. Pauli, a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) with nearly three decades of experience in the financial services industry.

Launched in 1985, our firm started serving dentists and medical professionals in 1990, a specialty focus that has since evolved into a thriving financial services practice we operate as a family business.

Meet our team

Richard P. Pauli, CFP®, ChFC
direct 518-383-1238, option 1

Rhonda Pauli
direct 518-383-1238, option 2