top of page

Paul Tramontozzi

660 White Plains Road, Suite 530

Tarrytown, NY

10591

Phone:

Email:

914-996-7505

Paul Tramontozzi received a Bachelor of Arts degree in Economics from Binghamton University in 2001. While attending, Paul had two internships that ultimately shaped his career path for the next several years. The first was working closely with a financial advisor at a bank where he saw firsthand the impact that quality financial advice had on clients. His next internship was with a leading online brokerage firm on their trading desk where he was drawn to the fast pace and camaraderie.


Paul decided to begin his career on the floor of the American Stock Exchange in 2001 as an equity options specialist. During this time, Paul acquired an advanced knowledge of equity options. After leaving the floor, Paul spent 10 years trading exchange traded funds where he came to appreciate the efficiency of index based investment products and has an in-depth knowledge of the mechanics of these products.


Paul’s career perspective changed when he learned his father had Lewy Body Dementia, a cognitive disorder that causes a progressive decline in mental abilities. For the first time Paul had to manage his parents’ finances and health care decisions. This experience gave him a new appreciation for financial planning. He is now off of a trading desk, and helping clients to ensure their financial well-being. He believes in a holistic approach to financial planning, and providing a high level of service.

?

In 2016, Paul earned the CERTIFIED FINANCIAL PLANNER™ professional certification through a rigorous education program that covered all aspects of financial planning including investments, tax, insurance, retirement and estate.


Paul resides with his wife, Stacie, and two children, in Rye, NY. He serves on the Board of Sharp Again Naturally, a non-profit that educates the public and medical community about preventing and reversing multiple causes of memory loss, dementia, and Alzheimer’s disease, and advocates for new testing and treatment protocols. He is also an active member of the Financial Planning Association of New York and the Financial Services Institute. Paul has been a contributor for Investor’s Business Daily, Forbes, Investment News, Investopedia, and Westchester Senior Voice on various financial planning and investment topics.

bigstock-navy-background-2827031.jpg
Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

  • LinkedIn - Grey Circle
  • Facebook
bigstock-navy-background-2827031.jpg

 

LPL Financial Form CRS

 

Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. 

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

Privacy Policy

Terms of Use

bottom of page