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Paul Andrew Laviola

Foundation Wealth Management, LLC

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About Paul Andrew Laviola

Paul Laviola is a financial advisor at Foundation Wealth Management, LLC based in Media, PA. Paul has been in the financial services industry for over 20 years and has worked in several different roles for financial firms including H&R Block Financial Advisors, Inc. and Intra Network Securities, Inc. Paul holds the Series 7, Series 24, Series 27, and Series 63 licenses and is a Certified Financial Planner.

Firm Information

Paul Laviola is currently registered with Foundation Wealth Management, LLC. Foundation Wealth Management, LLC is an independent, fee-only wealth management firm headquartered in Media, PA. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $167,273,412 in assets for 343 clients. They can be reached at their website, www.myfoundationwealth.com.
Foundation Wealth Management, LLC

9 WEST THIRD STREET

MEDIA, PA 19063

$167.27M

Assets Under Management

1

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Laviola’s Registration & Firm History

PA

08/16/2013 - Present

Foundation Wealth Management, LLC (MEDIA PA)

MI

12/03/1999 - 09/07/2000

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

CA

12/04/1998 - 11/12/1999

INTRA NETWORK SECURITIES, INC. (RANCHO SANTA FE CA)

IA

06/08/1998 - 11/06/1998

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BC

Issued 01/05/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/1999

Series 27 - Financial and Operations Principal Examination

BC

Issued 12/21/1998

Series 24 - General Securities Principal Examination

BC

Issued 06/06/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Andrew Laviola.
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