Brush up on planned giving beyond just bequests with Apollon Wealth Management Advisors. Learn about different kinds of gifts and their respective benefits so you can comfortably discuss these types of gifts with your donors.

Paul Spizzuoco CFP®

Paul is a founding Partner of Apollon New England. His roots are in education.  After graduating from the University of Maine at Farmington with a degree in History and Secondary Education, Paul taught United States History and American Government at Georges Valley High School in Thomaston and Lewiston High School.

After four years in public education, Paul began his financial services career by joining MBNA America and over the next four years reached the level of Senior Personal Banking Officer. In August of 1999, he joined his wife (Tracy) and father-in-law (Jim Jenkins) at UBS Financial Services and in August of 2021 was one of five founding partners of Apollon New England. Paul’s client focus has been financial planning for individuals and business owners. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2005. Financial planning allows Paul to use his educational training to help client understand and see their options clearly and make more informed decisions.

Paul lives in Rockport, Maine with his wife and has two adult daughters.  He has served on the boards of: Mid-Coast Children Services, Rockland Public Library Endowment Association, The Rockland Golf Club, The University of Maine at Farmington Board of Visitors and Area Interfaith Outreach Food & Energy Assistance.