Profile
First Name
Paul
Last Name
J. Phelan, CFP®
Professions
Employee Benefits/Group Health
Industry
Benefits & Insurance
Chapter
B2B Non Profit & Associations
Member Role
B2B Member
Member Bio
Paul joined Early, Cassidy & Schilling in 2003 and was integral to the sale of the firm to AssuredPartners in 2020 as one the main Employee Shareholders. Paul has been instrumental in developing AssuredPartners Nonprofit Practice throughout the DC area and Nationwide. Paul's personal practice includes consulting on Employee Benefits and Retirement Plans.
Paul has worked closely with clients helping them understand their regulatory duties and making sure they remain compliant with ERISA and their duties as fiduciaries. He and his team work closely with employees as well, helping to navigate the Health Insurance and Benefit system and providing comprehensive Financial Wellness programs that meet employees where they are at on their journey.
Paul graduated from Bowling Green State University and received his CFP® designation in 2006. He carries FINRA Series 6, 7, 63 & 65 designations as well Life, Health, Property, Casualty and Variable Products licenses in all 50 states. He is the former Board Chair of Girls on the Run of Montgomery County, former Board Member and Treasurer at FAR and is active serving his community in his free time.
Paul lives with his wife Shannon and their two daughters in Gaithersburg, MD.
Paul has worked closely with clients helping them understand their regulatory duties and making sure they remain compliant with ERISA and their duties as fiduciaries. He and his team work closely with employees as well, helping to navigate the Health Insurance and Benefit system and providing comprehensive Financial Wellness programs that meet employees where they are at on their journey.
Paul graduated from Bowling Green State University and received his CFP® designation in 2006. He carries FINRA Series 6, 7, 63 & 65 designations as well Life, Health, Property, Casualty and Variable Products licenses in all 50 states. He is the former Board Chair of Girls on the Run of Montgomery County, former Board Member and Treasurer at FAR and is active serving his community in his free time.
Paul lives with his wife Shannon and their two daughters in Gaithersburg, MD.
Contact Details
Website
www.assuredpartners.comCompany Details
Company Name
AssuredPartners
Job Title
Senior Vice President
Street:
540 Gaither Rd. Suite 420
City:
Rockville
State:
Maryland
Zip code:
20850
About Us
Based in Orlando, Florida, AssuredPartners stands as a global frontrunner in the insurance brokerage landscape, with special expertise in industry-specific insurance solutions for both businesses and consumers. We offer a comprehensive range of services, including commercial insurance, risk management, and employee benefits. As strategic advisors in the insurance domain, our unparalleled expertise empowers us to deliver tailor-made solutions designed to meet the unique needs of our clients. With a team of over 10,000 professionals, we serve clients from strategically located offices across North America, England, Ireland, Belgium, and Scotland. Committed to building strong, long-lasting relationships, we foster an environment of trust, transparency, and mutual respect with our partners. This ethos is encapsulated in our guiding principle: Power through Partnership. For further information, please visit www.assuredpartners.com.
Services Provided
Comprehensive Employee Benefit and Retirement Consulting for Middle Market organizations
Ideal Customers
25-500 employee Nonprofit or Association
Employee Count of Clients
50-250
Revenue Size of Clients
$15-$50M