Paul Hill is CEO, President and Chief Compliance Officer of Professional Financial Strategies, is a control person of the firm and directly owns 75% or more of it. Paul Hill holds a BA with distinction from the University of Rochester, an MBA in finance from the University of Rochester, an MS in financial services from The American College and an MS in financial planning from the College for Financial Planning.
Professional Financial Strategies, Inc is a Pittsford, NY firm with $226M under management, 93 clients and 3 advisers across 2 offices, as of its April 2026 filing.
Paul Byron Hill founded Professional Financial Strategies, Inc. in 1993. The firm specializes in retirement and wealth planning for affluent families. Hill collaborates with specialists to guide clients' decisions on investing, taxes, longevity, and wealth preservation.
- Professional FinancialCurrent– present · 5 yearsPittsford, NY · Adviser representative · Firm CRD 125580
Professional designations
Listed by Professional Financial Strategies
- CFP®
- ChFC™
- WMCP™
- Retirement Income Certified Professional™
Investment adviser representative registrations
Paul Hill is registered as an investment adviser representative in New York, since May 2021.
- New YorkSince 24 May 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 29 January 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 April 1984 |
| Series 7 | General Securities Representative Examination | 14 April 1984 |
| Series 1 | Registered Representative Examination | 4 May 1979 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Registered Representative Examination
- Full name
- Paul Byron Hill
- CRD
- 866098
- Firm
- Professional Financial Strategies · CRD 125580
- Role
- CEO, President; Chief Compliance Officer
- Office
- 1159 PITTSFORD-VICTOR RD, SUITE 120, Pittsford, NY 14534-3827
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- professionalfinancial.com
Where does Paul Hill work?
Paul Hill is CEO, President; Chief Compliance Officer of Professional Financial Strategies, Inc, and is a control person of the firm.
Is Paul Hill a financial advisor?
Yes. Paul Hill has a current investment-adviser registration in New York, through Professional Financial Strategies since May 2021.
How many years of experience does Paul Hill have?
Paul Hill has 5 years in the financial industry, since May 2021, across 1 adviser firm.
What exams has Paul Hill passed?
Paul Hill has passed 4 licensing exams: the Series 1, Series 7, Series 63 and Series 24. The earliest, the Series 1, was passed in May 1979.
Where is Paul Hill based?
Paul Hill’s registered office is in Pittsford, NY.
Is Paul Hill registered with FINRA?
No. Paul Hill has no current broker registration.
Is Paul Hill a CFP?
Professional Financial Strategies lists Paul Hill with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Paul Byron Hill, CFP® biography, professionalfinancial.com
How can I verify Paul Hill’s record?
Search CRD 866098 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Hill’s full registration record.