Posted by Paul Durso
1 year ago / April 8, 2025
Paul is the President and founder of Durso Capital Management Co and Insight Folios Inc. both headquartered in Charlotte, North Carolina. Additionally, Paul is the creator of the “Planning Made Simple” series aimed at educating advisors and investors alike. He firmly believes that smart financial decisions impact the quality of one’s life, and is thus driven to empower clients with the financial knowledge they need to successfully navigate the retirement phases of their lives. Paul’s compassionate and relatable demeanor resonates with clients from diverse backgrounds. He is sensitive to each client’s needs and works with them to protect their life savings, plan for income in retirement as well as establish a legacy of significance for them and future generations. Paul has earned several professional designations including a Certified Estate Planner (CEP®) by the National Institute of Certified Estate Planners, a Certified Wealth Strategist (CWS®) by the Cannon Financial Institute, and Certified Retirement Planner (CRP®).