Paul Zodtner, CRPC®, RICP®

Investment Advisor Representative

How I arrived at RWM:

“I’ve been a part of the financial services industry in various roles for the past 10+ years, with the last 5 years at a large financial advisory firm. My introduction to the RWM Team all started with Josh’s blog, “The Reformed Broker” in 2013, and followed with Barry’s “Masters in Business” podcast. The authenticity of what they had to say immediately connected with me, and I’ve been following the whole team since. I had what my wife calls my ‘Jerry McGuire’ moment where I wrote a lengthy email directly to Josh about how I was searching for the best path forward for my clients in the profession I loved. Fully expecting the email to go to “junk” and never be seen, you can imagine my surprise when I received a thoughtful reply from Josh in my inbox. He then proceeded to connect me with Kris for a phone conversation, and here I am.”

Favorite Part of the Job:

“It’s hard work, but taking a person’s financial goals and dreams and turning them into a fully articulated financial plan is incredibly rewarding.”




Smeal College of Business at Penn State University, B.S.

Chartered Retirement Planning Counselor, CRPC®

Retirement Income Certified Professional, RICP®

When I’m Not Working:

“My wife Emily and I live in Charlotte, NC with our daughter Brooks and son Ozzie. As a family, we love to visit Fripp Island, SC, while I try to squeeze in as much “old man” ice hockey as I can.”


Call 212-625-1200 or email