Paul Jervey

CERTIFIED FINANCIAL PLANNER™

Registered Investment Advisor

Paul graduated from Delaware State University with a Degree in Business Management and Finance.  Mr. Jervey has been in the finance and banking industry since 2004.  He started his career at ING Direct.  By 2008 he began working with New York Life Insurance Company providing insurance solutions to his clients.  In 2009 his clients began requesting more services from him.  He decided to take the business to the next level and obtained the necessary qualifications and began managing assets for his clients working for Securian Financial Group and Edward Jones.  In 2018 he founded Jervey Genesis Solutions and became a CERTIFIED FINANCIAL PLANNER™ Practitioner.  To become a CFP®, he had to meet and must maintain Education, Experience, Exam and Ethics requirements.  If you are interested to learn more about the standard of excellence a CERTIFIED FINANCIAL PLANNER follows visit the CFP Board

Paul is the Founder of Jervey Genesis Solutions, LLC specializing in financial planning and investment management.  Paul’s goal is to be the primary source of Knowledge, Wisdom, and Understanding for his clients and help them employ specific financial principals & strategies that will create lasting financial increase allowing them to conquer all of their financial dreams and wealth aspirations in their life and the next generations, which he calls the abundant life. Paul believes it’s important to sit on the same side of the table as his clients, listen to what their needs, wants and wishes and create a plan that puts all the pieces of the puzzle in their proper place.  Financial Planning is not an event it’s a process.  During that process Paul will work closely with you, your CPA & Attorney’s to ensure you receive financial solutions for every season of your life.

In his spare time, Paul enjoys exercising, working in his local church, and spending time with his family & friends. Paul is a native of Delaware and currently resides in Middletown, DE with his wife, Nikkita, and their three children, Eriana, Victoria, and Isaac.