Paul Morrone CFP®, CPA/PFS, MSA
As the second-generation owner of US Wealth Management New Haven, I’m honored to have to opportunity to continue the business that my father, Tom, founded in the mid-1990s. Under his mentorship, I’ve learned the invaluable lessons of how to earn trust, work collaboratively and remain disciplined over time in pursuit of positive outcomes. I’m passionate about the work that we do here, and it is incredibly satisfying to witness the lasting impact it has on our clients, their families and loved ones.
Early in my career, however, there was no guarantee that I was going to follow in my father’s footsteps. After graduating from Bentley University in 2009, I spent my first professional days working at KPMG, one of the ‘big four’ public accounting firms. It was there that I earned my CPA license and developed a respect for complexity of financial reporting and the scale required to run some of the world’s largest businesses. I’m fortunate to have such broad experience, which I believe is key to connecting with the network of other professionals that are often part of a comprehensive advisory team. Ultimately, I made the difficult choice to leave my rapidly advancing career in accounting for what was largely an unknown path in the wealth management industry. That was in 2011, and I haven’t looked back.
I have been able to draw on the decades of wisdom provided by my mentors over the years, many of whom have supported me since day one. As a result, I strongly believe in giving back to the financial planning community that has been so influential in my professional development. The past several years, I’ve held various leadership roles within the Financial Planning Association of CT where we strive to shape the future of the profession and encourage practitioners to hold themselves to the highest standards.
Outside of the office, my wife, Jill, has the impossible task of trying to slow me down. She has been nurse at Yale New Haven Hospital for over a decade and is one of the hardest working and most passionate people I know. In addition to being an amazing nurse, she is also the mother of our two boys – Kyle (2018) and Ryan (2020) – who bring a smile to my face every day. We are blessed with an amazing network of family and friends that dominate most of our social calendar, a problem I am happy to have. Since we met, Jill and I have been avid travelers and are fortunate enough to have visited some of the most exciting and exotic places on earth. Picking a favorite is tough, although both of us have a special place in our heart for all the beauty, food and wine that Italy has to offer.
In my spare time, I can be found driving just about anything with a motor on the road or track. I’m also engaged in the perpetual battle against my handicap on the golf course, which is one of the most humbling, exciting, and frustrating experiences one can have. On those rainy or snowy weekends, I enjoy catching up on some of my favorite sports, including golf, Formula 1, UCONN Huskies Basketball and, of course, New York Giants football.
Education and Designations
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial SpecialistTM (PFS)
- Master of Science in Accounting from the University of Connecticut School of Business 2010
- Bachelor of Science in Accounting from Bentley University 2009
- Notary Public
- Member of the Financial Planning Association - FPA of CT Executive Board Member
- Member of the American Institute of Certified Public Accountants
- Member of the Connecticut Society of Certified Public Accountants
- Member of the Porsche Club of America