Paul Curley, CFA
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Personal Information
Organization / Workplace
Greater Boston Area United States
Occupation
Director of College Savings Research
Industry
Finance / Banking / Insurance
About
Paul Curley, CFA, is Director of College Savings Research at Strategic Insight, where he oversees data, research, consulting and events on 529 savings plans, 529 prepaid plans and ABLE accounts for institutional clients. He is also the Editor of the 529 Dash e-newsletter and 529 Insiders website for advisors, accountants and estate planners.
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529plans college financial planning 529 college savings 529plan strategic insight paul curley legislative update legislative 529 plan able accounts 529 dash 529s icigmm gmm ici gmm ici college college savings foundation college fund survey financial adviser fafsa able curley 529 plans financial freedom student loans market research request for information press release stable accounts adviser investing estate planning investment financial services accounting newsletter rhode island hr529 cfa
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