Paul Delzio

Biography

Paul collaborates with other professionals including CPAs, estate planning attorneys, insurance specialists, and philanthropists to help ensure that each client’s wealth strategy is customized to their lifestyle, goals, and values. He regularly hosts workshops and seminars to educate clients on important topics such as retirement planning, income in retirement and more.

Prior to Wedbush, Paul spent 6 years at Edward Jones, and has an extensive background in technology including firms such as IBM, Silicon Graphics, 3Com, RealNetworks, BigBand Networks, and ARRIS Corp. He holds a Bachelor’s degree in Mechanical Engineering from Brown University, and received his MBA in International Finance from George Washington University. He has an obsession for learning and a deep passion for finance and taking care of clients. He has lived all over the world including Madrid, Paris, London, and New York City, where he is originally from, before settling in Redwood City where he currently resides with his wonderful wife of almost 30 years. They have two fantastic daughters who graduated from Cal Poly San Luis Obispo and Loyola Marymount University. In his spare time, he enjoys skiing, cycling, swimming, traveling the world, real estate and cooking.

 

Recognized by the firm as a member of the prestigious President's Club for her outstanding contributions.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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