Paul Cardone

Paul Cardone is dedicated to guiding clients through retirement planning, life insurance and annuities, as well as investment planning for both short- and long-term term financial goals.

A financial advisor serving clients’ investment needs since 1980, he is well versed in IRA, SEP, and Roth IRA funding, tax-free New York state municipal bonds, mutual funds, exchange-traded funds, 401k monitoring, and college planning. 

Paul began his career with First National Bank of Scotia in 1991 and believes portfolio diversification* and monitoring industry research are the best investment strategies for uncertain times in the stock market.

A graduate of St Bonaventure University, he donates his free time to numerous Capital Region organizations, including Shenendehowa High School, Shenendehowa High School’s Capital Sliders Volleyball Booster Club, St. Edward the Confessor Church, Sherwood Forest Park District Advisory Committee, and Albany Medical Center’s Neonatal Intensive Care Unit.

Paul lives in Clifton Park with his wife and two teenage children.

*Diversification is a method of helping manage risk. It does not assure a profit or the avoidance of loss.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  First Scotia Wealth Management is a trade name of the bank. INFINEX and the bank are not affiliated. Products and services made available through INFINEX are not insured by the FDIC or any other agency of the United States and are not deposits or Obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.  First National Bank of Scotia is independent of INFINEX Investments, Inc.