Paul J. Long, CLU, ChFC

Paul J. Long, CLU, ChFC

CHARTERED FINANCIAL CONSULTANT

For 40 years, Paul has gained a reputation in his industry as a leading financial consultant who has provided his clients the trust and confidence in guiding, preserving, and maximizing their wealth towards their personal and business financial success.

More importantly, Paul has dedicated his professional resources to earning the industry’s respected designations of the Chartered Life Underwriter (CLU) and the Chartered Financial Consultant (ChFC). He has qualified for the life insurance industry’s highest honor by becoming a ‘Qualifying Life Member’ of the Million Dollar Round Table’s (MDRT). In 2008 he was also entitled a higher honor into their ‘Court of the Table’ membership. Paul is also an Investment Advisor Representative of Capital Wealth Management and a Registered Representative of Triad Advisors, LLC.

By applying those professional designations, Paul has forged and fortified his integrity for the benefit of his clients. His acute focus to detail, listening to his clients needs and being able to sift through today’s complex financial and tax climates enables him to easily communicate and interpret those issues into well-developed solutions and implementation for his clients financial safety and success.

“Professionally Serving Clients For Forty Years”

  • Past President of RI Society of CLU, ChFC
  • Past President of NAIFA –RI
  • 2017 Five Star Wealth Manager *3 Years*
  • Qualifying & Lifetime member of MDRT
  • RISCPA Affiliate Member
  • Member of Financial Service Institute (FSI)

Business Honors & Highlights

Rhode Island Society of Financial Service Professionals (RISFSP)

  • 1998 – 1999 President
  • 2003 RI ‘Professional of the Year’ Award

Rhode Island Association of Insurance and Financial Advisors (NAIFA-RI)

  • 1993-1994 President
  • 2005 RI ‘Life Insurance Agent of the Year’ / R. Kelly Sheridan Award’

Million Dollar Round Table

  • 1985 – Present Qualifying & Life Member
  • 2005- 2008 Court of the Table Member

Capital Wealth Management, LLC

  • 2016 - Present Registered Investment Advisor Representative

Top Five Star Wealth Managers Award/www.fivestarprofessional.com

  • 2011-2013, 2016-2018  issue of ‘Rhode Island Monthly’ Magazine
  • (see eligibility and research disclosures on following pages)

Hall of Fames in Rhode Island

  • 2007 ‘City of Cranston’ Hall of Fame
  • 2007 ‘Rhode Island Aquatic/Swimming’ Hall of Fame

Oppenheimer Funds

  • 1988 – Present President’s Council for 29 Years
  • Estate Planning Council of Rhode Island
  • 1998 – 2005

MDRT:
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics.