Paul Schifter, CFP®
Managing Member
Paul’s career started in July 1977 as an insurance agent for Northwestern Mutual. His career expanded to include property and casualty insurance in 1985, and securities and investments in 1986. He began working with Newbrook Insurance Agency in 1988 as an independent producer.
In December 1994, Paul opened PCS Financial Planning and added to his services by offering written financial plans and portfolio management.
He earned the Certified Financial Planner™ certification in 1998 and has been a member of the Financial Planning Association® since 1995. He was elected to the FPA Long Island chapter board of directors in 2006 and has previously served as board president and chairman of the board.
Paul has been invited to speak at many seminars and professional conferences on financial topics. Clients seek his advice for financial planning, retirement planning, insurance needs, and investment management.
In August 2017, Paul joined Duncan Financial Group, Inc. and Cambridge Investment Research, Inc. after 18 years at his former broker-dealer. He is a managing partner and cofounder of GS Investment Planning, LLC. His mission is to provide outstanding personalized service, no matter how impersonal the rest of the financial world may be.