Paul Laviola has been Wealth Manager and Partner of Foundation Wealth Management since June 2013, is a control person of the firm and directly owns between 25% and 50% of it. Paul Laviola holds a Master of Science in Financial Services from Saint Joseph's University, a Master of Science in Taxation from Widener University and a Bachelor's degree (BA) in Environmental Planning from Bloomsburg University.
Foundation Wealth Management, LLC is a Media, PA firm with $412M under management, 167 clients and 4 advisers across 3 offices, as of its June 2026 filing.
Paul LaViola is Wealth Manager & Partner of Foundation Wealth Management, LLC. He co-founded the firm, where he provides comprehensive wealth management services. Before launching his own firm, he was a Financial Advisor and Shareholder at a large Registered Investment Advisory firm in Philadelphia, and he is a faculty member at Temple University, teaching investment and personal finance courses.
Paul Laviola’s longest registration is the current one, 13 years at Foundation Wealth Management since 2013. Before joining Foundation Wealth Management in 2013, Paul Laviola was registered through RTD Financial Advisors Inc and Financial Planning Solutions, Inc.
- – present · 13 yearsMedia, PA · Adviser representative · Firm CRD 168270
- RTD Financial Advisors Inc– · 6 yearsPhiladelphia, PA · Adviser representative · Firm CRD 110744
- Financial Planning Solutions, Inc.– · 1 yearMedia, PA · Adviser representative · Firm CRD 135395
- RTD Financial Advisors Inc– · 1 yearPhiladelphia, PA · Adviser representative · Firm CRD 110744
Professional designations
Listed by Foundation Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant® (ChFC)
- Retirement Plans Associate (RPA)
Investment adviser representative registrations
Paul Laviola is registered as an investment adviser representative in 2 states. The first approvals date from August 2013; the most recent is Texas, in June 2026.
- PennsylvaniaSince 16 August 2013
- TexasSince 30 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 27 | Financial and Operations Principal Examination | 26 May 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 January 1999 |
| Series 24 | General Securities Principal Examination | 21 December 1998 |
| Series 7 | General Securities Representative Examination | 6 June 1998 |
- Name
- Financial and Operations Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Andrew Laviola
- CRD
- 3068433
- Firm
- Foundation Wealth Management · CRD 168270
- Role
- Wealth Manager and Partner
- Office
- 9 WEST THIRD STREET, Media, PA 19063
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myfoundationwealth.com
Where does Paul Laviola work?
Paul Laviola has been Wealth Manager and Partner of Foundation Wealth Management, LLC since June 2013, and is a control person of the firm.
Is Paul Laviola a financial advisor?
Yes. Paul Laviola has a current investment-adviser registration in Pennsylvania and Texas, through Foundation Wealth Management since August 2013.
How many years of experience does Paul Laviola have?
Paul Laviola has 22 years in the financial industry, since April 2004, across 3 adviser firms.
What exams has Paul Laviola passed?
Paul Laviola has passed 4 licensing exams: the Series 7, Series 24, Series 63 and Series 27. The earliest, the Series 7, was passed in June 1998.
Where did Paul Laviola work before Foundation Wealth Management?
Before Foundation Wealth Management, Paul Laviola was registered through Financial Planning Solutions, Inc., August 2005 to December 2006; RTD Financial Advisors Inc, April 2004 to August 2005.
Where is Paul Laviola based?
Paul Laviola’s registered office is in Media, PA.
Is Paul Laviola registered with FINRA?
No. Paul Laviola has no current broker registration.
Is Paul Laviola a CFP?
Foundation Wealth Management lists Paul Laviola with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Paul Laviola’s record?
Search CRD 3068433 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Laviola’s full registration record.
