Wealth Preservation Solutions, LLC
45 Eisenhower Drive – Suite 550
Paramus, NJ 07652
Kevin Ellman, CFP, CEO
T (201) 632-2022
F (201) 445-6720
C (201) 618-8818
As CEO of Wealth Preservation Solutions, LLC, Kevin oversees investment portfolio design and management for the firm’s private wealth clients. As a financial advisor, he has provided the full array of financial, estate, and retirement planning services to business owners, families, executives and individuals for over 25 years.
Kevin is a frequent guest speaker at corporate, public, and private group events. He regularly conducts workshops and seminars on the subjects of investment portfolio planning, retirement planning, estate planning, and business succession planning. He has appeared as a financial commentator on CNBC (Morning Call, Portfolio Make-Over, Make Your Money Work, Power Lunch), and on ABC, and has been quoted in Businessweek, CBS Market Watch, Fortune Magazine, and The Wall Street Journal.
Prior to entering the business of financial planning, Kevin was the Executive Vice President of Beefsteak Charlies, a 70-unit restaurant chain. Early in his career, Kevin was a professional drummer, who toured and recorded with major stars such as Bette Midler, Barry Manilow, Richie Havens, Todd Rundgren & Utopia, Chuck Berry, Laura Branigan, Felix Cavaliere, and Gene Cornish of The Young Rascals, Mary Travers, and Manhattan Transfer.
Outside the office, Kevin is an avid reader, a fitness buff, and a devoted family man. He enjoys spending his spare time playing golf, scuba diving, and playing music.
Kevin is a board member of the Spirit of Harmony Foundation – Supporting & Funding Music Education.
Listen to Kevin’s podcast Work. Life. Money. Insights by Kevin Ellman
Read Kevin’s article, “How Being a Rock and Roll Drummer Prepared Me to be a Financial Planner.”
Paul D. Miller, President
As President of Wealth Preservation Solutions, LLC, Paul oversees the Estate Planning Division for private wealth clients. He has provided comprehensive financial planning services to families and business owners for over 10 years. Paul often serves as an expert resource authoring various articles on estate and business succession planning. He is also a frequent speaker at industry conferences. In April of 2004, Paul spoke at the executive seminar hosted by the NJ Utility Transportation Contractor Association in Italy. The subject was Wealth Preservation and Business Succession Planning.
Over the last 10 years, Paul has conducted numerous educational symposiums to owners of closely-held businesses, professional associations, and high net worth families. Paul is on the Ramapo College Board of Governors and is a founding trustee of the Ramsey Public Education Foundation. He represents the Daniell Family Foundation in identifying and supporting New York and New Jersey-based charitable organizations.
In his free time, Paul enjoys golf, exercise, and spending time with his wife and three children.