Carolina Asset Protection
Paul V DiSantis
Paul is the President of Delta Financial Advisors, a financial services firm in Pinehurst, NC.
After graduating from the Babcock School of Business at Wake Forest University and serving in the US Air Force, Paul began his career with a large mutual life insurance company in Winston Salem, NC.
After four years, Paul was asked to open a new agency office in Durham, NC. This agency, DiSantis & Associates, grew quickly, mostly because he hired a combination of experienced as well as inexperienced agents. The numbers soon grew to over eighty agents and advisors in seven offices.
Sensing that the financial, insurance, and banking industries appeared to be heading in a new direction, Paul expanded his firm to incorporate not just insurance, but investments and other financial services as well. Increasingly aware of the importance of all the facets of his clients’ financial affairs, Paul dedicated himself to the concept of creating a full-services firm that would provide quality “one-stop shopping” for his clients’ financial needs. Thus DiSantis & Associated became Delta Financial Advisors, encompassing a broader spectrum of financial solutions for individuals and businesses while providing a high level of quality in the financial services industry.
Being an avid golfer, in 1991, Paul moved his office to Pinehurst, NC.
Over the years, Paul has shifted his focus from management to what he loves the most, which is providing personalized, comprehensive financial planning. His main goals have always been to help people and to look out for the best interests of his clients.
Paul continues to work in Pinehurst, where he lives with his wife, Vicki. His daughter, Jennifer, is his assistant.
Strategic. Comprehensive. Tactical.
This site is designed to have the best educational content available for those who are interested in: asset protection, reducing income taxes, guaranteed return (accumulation value) annuities coupled with a guaranteed income for life, creating a tax-free retirement nest egg.
Disclosure for each Wealth Preservation Institute video provided on the website:
This presentation does not take into account your particular investment objectives, financial situation, or risk tolerance and may not be suitable for all investors. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.