Paul Vardoulakis is the founder of Norwich Financial, LLC, an independent financial services and investment firm with offices in Norwich and Chester, Connecticut. Paul started his career in 1994 working for a large financial services firm. However, he felt his dedication to his clients would be better served by leaving and branching out on his own. Choosing to partner with Commonwealth Financial Network® in 2005, one of the premier Registered Investment Adviser–broker/dealers in the United States, helped ensure his clients receive the best array of investment choices to complement their financial goals.
A graduate of Quinnipiac University’s Business School, Paul holds FINRA Series 6, 7, 24, 63, and 65 securities registrations and is life- and health-insurance licensed.
When Paul managed his practice at a Fortune 500 financial services company, he was awarded many prestigious financial service awards, such as the Platinum Performance in 2003, Masters in 2004, and President’s Club in 2004. Since venturing out on his own, he has continued to accumulate awards, including the Fidelity Advisor/Council award in both 2009 and 2010. Most recently he has been awarded the Five Star Wealth Management award for an amazing three years in a row.
Paul has presented for and is frequently requested by public and civic organizations, associations, and corporate groups to educate their members about financial planning, including investment, estate, and retirement planning.
Paul is a true Connecticut resident, having grown up in Newington; he currently lives in Wethersfield with his wife, Anthia; daughter, Adrianna; and son, Demetri. Paul is an avid skier and enjoys playing golf and spending time with his family.
Paul Vardoulakis is proud to have been recognized as a Vista Club advisor for 2016—a distinction based on annual production that places him among the top 29 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Kim brings to Norwich Financial more than 25 years of administrative and client specialist experience.
Kim assists Paul in all aspects of servicing our clients’ accounts, as well as data entry, file management, maintaining our schedules, and answering and directing phone calls. She is responsible for generating all client forms and managing our database to ensure we have accurate and updated information.
Her ability to multitask and prioritize work in a fast-paced environment makes her a valuable member of our team. Kim’s proficiency in office software has mainstreamed and consolidated our work efforts so that our firm is always running at full capacity with high-efficiency output.
Kim’s latest undertaking is the remodeling and updating of our current website. Her enthusiasm and positive outlook on life ensures the office is run efficiently and our clients are happy.
Kim lives in Preston with her husband and three children. She is involved in the sports activities of her children. In her spare time, she is busy shuttling one or more kids to a sports game or practice. Kim enjoys her family, the beach, reading books, and the occasional quiet moment.