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Biography

Paul is a Partner in the New York office and has more than ten years of experience in the industry specializing in company benefits, income tax, insurance, investments, retirement, and estate planning. Through our Executive Financial Counseling practice, he provides comprehensive financial planning services to corporate executives and individuals.

Prior to joining Cerity Partners, Paul served as a Vice President of Financial Counseling at The Ayco Company, a Goldman Sachs Company counseling individuals, and families and becoming their trusted advisor.

Education

  • B.S. in Finance and Entrepreneurship from Syracuse University
  • MBA from Rutgers University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Currently holds life, accident and health, and annuity licenses in New York and New Jersey

Latest Insights

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Paul D’Elia

Partner

Individuals and Families

Why Gifting Appreciated Stock is Smart, Even in a Down Market

The tax benefits of gifting long-term appreciated stock to registered charities in a down market present an attractive strategy for donors.

Paul D’Elia

Partner

Individuals and Families

Using HSAs as Tax-Advantaged Investment Accounts

Most people view HSAs as a tool for qualified medical expenditures. But sophisticated investors are increasingly using HSAs to maximize tax-advantages investment, retirement, and estate planning goals.

Paul D’Elia

Partner

Corporations

Why Financial Planning Belongs as a Workplace Perk

Competing for top talent in a global marketplace requires giving the best candidates a compensation and benefit package that covers their needs and protects their family. Today that means offering financial planning and tax preparation services.

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Doug Bonaquist

Partner

Find your ideal financial advisor with our personalized Concierge Program.

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This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

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Partner

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Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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Here are some valuable insights to read before your meeting

Natalia Tchetchoulina

Partner

Individuals and Families

The Vintage Advantage: Collecting Luxury Goods

August 13, 2025 - Vintage, or pre-owned, luxury goods—including rare watches, handbags, and couture clothing—are surging in popularity. In 2024, the term “vintage,” which generally refers to items that…

Economic and Market Outlooks

Video: August 2025 Economic & Market Outlook

August 1, 2025 - We’ve reached the second half of 2025. Will the drama that attended the first half of the year be worth it? Here’s why Jim Lebenthal…

Rita Lee

Partner

Individuals and Families

Where Women Should Invest $1 Million 

July 15, 2025 - It’s important to consider how gender-specific financial challenges might impact large investments. Learn about the challenges & opportunities women face in investing.

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.