Paul Cheransky is an Associate Wealth Advisor with over 20 years of experience in portfolio accounting for ultra-high net worth families, investment management, investment planning, trading and operations.
Paul focuses on integrating wealth planning and investment management processes within his role at Sax Wealth Advisors. He provides a custom-tailored portfolio management approach, helping clients address a broad range of specific circumstances such as asset allocation analysis, cash flow requirements, tax efficiency, qualified plan and IRA distributions and charitable giving.
Paul is a Certified Financial Planner (CFP®) Practitioner. He earned his BBS Degree in Finance from Baruch College Zicklin School of Business and his AAS Degree in Accounting from the Borough of Manhattan Community College. On a personal note, Paul enjoys reading, chess, arts and culture. He is an Obstacle Course Racing Enthusiast and has completed 8 Spartan races thus far.
Awards & Honors
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