Metcalfe & Associates
61 S. Paramus Rd
Suite 425
Paramus, NJ 07652
ph: 201-556-4569
fax: 201-368-5161

Meet Our People

Paul E. Metcalfe, CLU, ChFC, AEP


Paul Metcalfe is the principal of Metcalfe & Associates. Mr. Metcalfe has over 30 years of experience specializing in the Financial Planning and Business Succession Planning sectors and is a frequent speaker on both subjects.

Mr. Metcalfe is a graduate of Athens State University. He is a Chartered Life Underwriter, Chartered Financial Consultant, Accredited Estate Planner, Chartered Retirement Planning Counselor and Investment Advisor Representative. He is fully licensed by various states for Life and Health insurance and is registered with FINRA for Securities and Investments. Securities and investment advisory services are offered through Lincoln Financial Advisors Corp. a broker-dealer and a registered investment advisor.

Paul is past President of the Northern New Jersey Chapter of the Society of Financial Service Professionals (SFSP) and is an active member of the Estate Planning Council of Bergen County, New Jersey. He has served as a Councilman for the Borough of Kinnelon, NJ, President of the Montclair New Jersey Rotary Club, and a Director of the Northern New Jersey Regional Chamber of Commerce. His honors include: The Five Star Wealth Manager Award in 2014, 2015, 2017, 2018, 2019 and 20201.

1 The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. We applied for the award. Neither the advisor nor their parent firm paid a fee to FSP for the nomination, receipt or promotion of the award. The award was independently granted and membership in an organization was not required.