About

Paul F. Hoerrner Jr., CFP®

Managing Director

Paul helps high net worth clients achieve their goals and objectives related to wealth accumulation, protection, and distribution by applying a special blend of knowledge, experience and skill. He began his career in finance approximately 25 years ago and has helped hundreds of clients over the years.

Prior to joining Magnus Financial Group, Paul was a Managing Director and Wealth Management Advisor affiliated with the Northwestern Mutual Wealth Management Company. While there he achieved various professional honors and was recognized for his consistent top-level performance.

Paul earned his Bachelor of Business Administration in Banking and Finance while attending Hofstra University. While there, he was a student athlete playing golf all four years competing at a Division I Level. His commitment to higher learning has allowed him to not only differentiate himself from his peers but significantly advance his competency, knowledge and skill set. He holds the CERTIFIED FINANCIAL PLANNERTM professional certification, his Life/Health Insurance licensing and previously maintained securities Series 7, 63, 66, 55 and 26 registrations. He is currently working toward a professional ACCREDITED ESTATE PLANNERTM (AEP®) and the Chartered Financial Consultant® (ChFC®) designations.

Paul resides in Montclair, NJ and enjoys staying very active. His passions include fitness, travel, golf, and most of all quality time with his two children.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    800-339-1367
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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280 Park Avenue, 25th Floor West, New York, NY 10017 | Phone: 800-339-1367 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.

This website is provided by Magnus Financial Group LLC (“Magnus” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may be impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained herein this is derived from sources that Magnus believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Magnus is an SEC registered investment adviser that maintains a principal place of business in New York. The Firm may only transact in those states which our notice is filed or qualifies for a corresponding exemption from such requirements. View Magnus Privacy Notice for more details. For information about Magnus’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov

Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Advisor is featured in Worth® 2018 Leading Wealth Advisors™, a special section in every edition of Worth® magazine. All persons and firms appearing in this section have completed questionnaires, have been vetted by an advisory group following submission by Worth®, and thereafter paid the standard fees to Worth® to be featured in this section. The information contained herein is for informational purposes, and although the list of advisors presented in this section is drawn from sources believed to be reliable and independently reviewed, the accuracy or completeness of this information is not guaranteed. No person or firm listed in this section should be construed as an endorsement by Worth®, and Worth® will not be responsible for the performance, acts or omissions of any such advisor. It should not be assumed that the past performance of any advisors featured in this special section will equal or be an indicator of future performance. Worth®, a publication of the Worth Group LLC, is a financial publisher and does not recommend or endorse investment, legal or tax advisors, investment strategies or particular investments. Those seeking specific investment advice should consider a qualified and licensed investment professional. Worth® is a registered trademark of the Worth Group LLC.

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