Paul Bufty creates value for clients by looking at each as a unique individual with unique financial needs. He is committed to providing individuals and businesses with the professional attention necessary to help achieve their financial goals, offering continued service as needs change.
With two decades of experience in the insurance and financial services industry, Paul focuses on providing retirement, investment, and insurance strategies products and services. Working closely with clients to identify their financial and personal objectives, he uses these tools to help craft strategies for each client’s situation.
Paul holds a Bachelor of Science degree in Finance from Temple University. He has earned numerous service awards throughout his career that recognize leadership, outstanding sales performance and unwavering client service. Paul has also earned the industry’s National Quality Award. Additionally, he is a qualifying member of the Top of the Table (highest level of achievement) of the Million Dollar Round Table (MDRT), the international association of leading financial professionals recognized as the standard of sales performance excellence in the life insurance-based financial services industry.
In addition to his role as a financial professional, Paul has been a National Director of Business Development for MONY. In this role, he worked to coach and counsel top professionals on strategies to help them grow their business. He helped to provide the guidance, the skills and the knowledge they need to achieve their professional goals, offering continued support as their personal and life needs changed.
Paul’s commitment, dedication and professionalism are your assurance of the highest standard of service.
The mission statement behind Financial Group of Philadelphia is to provide financial education for hard working families. Through all of Michael’s years of schooling, he realized there was one topic that was never mentioned, Financial Education. He quickly realized there was a need by the community.
Michael is the next generation of Financial Group of Philadelphia helping individuals to learn about the various financial topics we face as we go through life. Michael grew up watching his father, Paul, helping people with their financial goals and dreams. Michael and Paul have always had a dream to work together as a team.
Michael grew up in Huntingdon Valley, PA and attended Lower Moreland High School. Michael attended Temple University, where he studied business and finance. During college, he completed a multi-year internship at FGOP learning how to help others feel more confident about their future. Upon completion of college, he decided to join FGOP full time to be of service to the community.
In Michael’s leisure time, he enjoys spending time with his family and friends. Spending time with his family is very important to him even as he focuses on building his own life. He enjoys the outdoors, and when the weather allows, you can either find him on the golf course or the beach.
David Chesner, DO, FACR, FACOI
Investment Adviser Representative
David Chesner is Assistant Clinical Professor of Medicine, Temple University Hospital, Philadelphia, PA, and Clinical Assistant Instructor of Medicine, Abington Memorial Hospital, Abington, PA. Dr. Chesner received his BS from Selton Hall University, South Orange, NJ, where he graduated Cum Laude.
Dr. Chesner received his DO from Philadelphia College of Osteopathic Medicine. His post-doctoral training included an internship and residency in Internal Medicine at Hospital Consortium, Philadelphia College of Osteopathic Medicine. He completed a fellowship in rheumatology at Temple University Hospital in Philadelphia. He is certified by the American Osteopathic Board of Internal Medicine and Subspecialty of Rheumatology.
Lisa Agster *
Lisa’s specialty is helping people protect themselves against healthcare costs and making the most of their protection program, as it relates to Medicare. Lisa also has helped many of her clients address the substantial financial liability of long-term care.
In addition to health care protection, Lisa is also properly licensed to provide retirement vehicles that provide fixed and guaranteed** interest and income. In many cases, many of these plans also have tax-preferred accumulation and can lower existing tax liabilities.
Lisa is a fully licensed insurance professional who can also implement protection plans for income replacement utilizing life and disability insurance.
Lisa’s patience and pleasant demeanor is one of the many reasons all of her clients find her enjoyable to work with.
Lisa Agster brings a personal approach to her clients. As a person who grew up with parents many years her senior, she has a special perspective when addressing and helping seniors deal with many of the unique financial decisions they need to make.
Lisa attended Albright College and received a Bachelor of Science in Business Administration. She has an extremely active lifestyle with many interests and hobbies.
Sean E Garfield *
Client Services Administrator
Sean oversees the administration and support for a wide array of financial service programs, and personally provides clients with hands-on service for those programs. Sean prides himself in his timely and efficient client communication and interaction. In addition to the ability to handle all administrative client interaction, Sean has developed extensive knowledge of the solutions these programs provide.
Sean has a Bachelor's degree in Finance with a minor in Management Information Systems from The Fox School of Business at Temple University in Philadelphia, Pennsylvania. Sean started with The Financial Group of Philadelphia through an internship program, and he joined the firm full time after graduating.
With Sean’s youthful energy and the tutelage of his mentor, Paul Bufty, Sean looks forward to being an integral part of The Financial Group of Philadelphia.
In addition to his passion for the financial services industry, Sean is a lifelong Philadelphia sports fan and enjoys staying active with fitness. Sean also a great affection for a variety of music genres and enjoys exploring the Philadelphia music scene.
Ellen M. Boyce *
As the administrator for The Financial Group of Philadelphia, Ellen is dedicated to the communication of information and the servicing needs of all our clients.
Ellen provides first contact when clients telephone our office so that they can be quickly and efficiently directed and serviced. Her interpersonal skills, developed over many years of management provide for an easy communication connection.
In addition to maintaining office organization, providing our clients with scheduling support and communication is vital to our company goals for individual personal service.
Ellen grew up in the financial services business. Her father was a successful financial professional for over 45 years. Almost fifteen years ago, Ellen became the office support person for her father, until his retirement.
Ellen was introduced to The Financial Group of Philadelphia by a longtime friend and associate of her father and she has been a leading part of The Financial Group of Philadelphia’s presence in our community.
Ellen is married and has three children; and being raised in Philadelphia, she is a diehard Phillies Phan.
* Not Registered Representatives of Lion Street Financial, LLC.
** Guarantees provided are based on the claims paying ability of the issuing company
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