Paul T. Beavin, CPC

Paul T. Beavin, CPC

Vice President - Agency Director

Phone: 321-206-1140
E-mail:

My experience, knowledge and network of financial professionals makes me a valuable resource for individuals seeking advice on personal financial planning (protection and investments) and for business owners seeking to increase profitability, reduce operational costs, or review/install employee benefit programs.

While I was a freshman at the University of Florida I was getting ready to travel to an away football game when I received a phone call: my father was dead.  Things can change in an instant; the course of lives can change instantly.

With no life insurance to speak of, no savings, and kids in college and high school, our family was far from being prepared for an event like what occurred.

Financial planning was not my first career but it seems like it was inevitable that I would gravitate toward this field, after all, I have first-hand knowledge of what not to do!  I am proud of the fact that I have helped people avoid the very situations that, decades later, continue to affect members of my family.

After working within the constraints of large financial service companies I found that companies which sell their own products are particularly fond of those “core” products.  In many cases company salesmen are incentivized to sell the company product even though that salesman may have access to a more appropriate product elsewhere.

I left this type of organization and joined Decision Tree Financial because with an independent group advisors are obligated only to the client and can truly act as his Advisor. 

In order to serve you, I hold General Securities Representative license - (Series 7); General Securities Principal (Series 24) the Florida Life, Health and Variable Annuity license (215); and am an Investment Advisor Representative (Series 66 license).

Prior to financial services, I was a consultant to hundreds of businesses throughout Central Florida with a Fortune 100 company and served as Executive Director of a not for profit company dedicated to educating business owners; helping them define and achieve their company goals. 

On a personal note, my family moved to Central Florida in 1974 and I left the Greater Orlando Area only to attend the University of Florida where I spent years on Championship Florida Gator football teams before graduating in 1988.

Because retirement and investment planning is long-term process, I offer continuing support and personal, face-to-face service. I will meet with you at your convenience to help you design and maintain a financial plan customized to your needs.  I look forward to helping you take the financial steps necessary to realize your dreams for the future.