At Crevello Financial Services, we are devoted to meeting the needs of today’s versatile businesses by providing expert, customized employee benefit programs. With 25+ years of insurance product knowledge, I have the ability to take complicated Employee Benefits programs and simplify them. Due to my training as a certified financial planner, I am both analytical and detail-oriented. Additionally, I can relate to the many challenges of running a business and help you find the right solutions.
Before starting my Employee Benefits Practice, I graduated from the University of South Florida and became a certified financial planner. In addition to the experience I’ve gained running a thriving practice for 25 years, I am a Member of the National Association of Health Underwriters and the Central Pinellas Chamber of Commerce. I am also a 25-year member and past president of the Pinellas Association of Insurance and Financial Advisors. I’ve won numerous national insurance carrier sales awards for service, production, and excellence, including awards from United Healthcare, Florida Blue, Humana, and AvMed.
As your consultant, I will take a holistic approach to create solutions for you and your business.
– Paul Crevello | CFP, Owner/President