Paul D. Francisco, CLU, ChFC, Brokerage Manager, joined The Affluence Group in May 2009. Prior to that, Paul worked as an independent agent at The Affluence Group. Paul began his insurance career in 1993 as an agent with Connecticut Mutual and also was an Account Executive in the Hartford Life Baltimore Sales Office, in Hunt Valley, Maryland.
Paul’s area of focus is management of our case design area, where he leads the effort to develop client solutons. Paul has extensive experience helping to craft programs for the most complex problems our customers face. Paul also coordinates our illustration and modeling efforts with the various insurance carriers we represent.
Paul earned an M.S. degree in Economics from the University of Maryland, and holds the Chartered Life Underwriter and Chartered Financial Consultant professional designations from the American College. He resides in Ellicott City with his wife and two children. Paul enjoys playing soccer and coaching teams for the Soccer Association of Columbia (SAC).