Paul S. Reback, founder and President of Capital Estate Advisors, Inc. has been enabling clients to achieve their financial goals and live their dreams for the past 30 years. Capital Estate Advisors, Inc. is a Registered Investment Advisory Firm (RIA) located in New York City. With all the right credentials—Paul is a Certified Financial Planner (CFP)—he also brings a unique level of listening across the desk or through the phone, to each and every client interaction. With this kind of intense listening, he often hears what is not being said—by individual clients, partners, stockholders or between two halves of a couple with different agendas and risk tolerances. In addition to finding solutions to all financial challenges, helping people meet their goals and making sure they will never outlive their money, Paul is also notable for his willingness and ability to help clients in other areas of their lives with advice, counsel, connection to one or more of the other professionals in his extensive network, and any other resources.
Paul received his Certified Financial Planner designation from Adelphi University. He has been a guest lecturer at the American Institute of Certified Public Accountants and has taught continuing professional education courses for CPAs. A popular media expert, Paul has appeared on various radio and television talk shows, including Bloomberg Television, speaking on finance, investment and estate and retirement planning. He has given many public talks and seminars to attorneys, physicians, stress management consultants and numerous other client advisors. He is a dynamic and entertaining speaker adept at making complex financial choices clearly understandable. Paul enjoys helping women entrepreneurs and professionals, and those women emerging from a divorce or the death of their spouse. He is adept at working with family owned businesses, and has written a White Paper and prepared seminars for the Dr. Steven Moyer’s prestigious Network of Family Businesses, among others.
Paul believes the client should be informed and proactively involved in his/her financial affairs. To that end, he keeps the client continuously aware through ongoing client conversations and timely reviews. Of course, the best advice is not productive without action. After developing strategies based on your specific wants and needs Paul implements them, working through Fidelity Investments as his custodian.
For relaxation Paul, an accomplished drummer, performs with his classic rock group, “Power,” at various clubs and other venues. As another way to give back, Paul serves as a Trustee with the Free and Accepted Masons of the State of New York. He has served as a board member with Samaritan Foundation, a non-profit organization that supports community-based substance abuse services, including special services for the homeless, veterans, women and the mentally challenged. He has performed at fundraisers for the benefit of the Fire Dept. of New York (FDNY), every year on September 11th. Paul served as a trustee and board member of The Bronx Museum of the Arts.