About us and our goals with you.
Paul V DiSantis is the President of Delta Financial Advisors, a financial service, investment, and insurance firm in Pinehurst NC. After graduating from the Babcock School of Business at Wake Forest University and serving four years in the US Air Force, Paul began his career in financial services.
Delta Financial Advisors, Inc., was originally established as DiSantis & Associates, an agency of the Minnesota Life Insurance Company. Sensing that the financial insurance, and banking industries could soon be heading in a new direction, Paul expanded DiSantis & Associates to incorporate not just insurance, but investments and financial services as well.
Increasingly aware of the importance of all the facets of his clients’ financial affairs, Paul dedicated himself to the concept of creating a full-service firm that would provide quality “one stop shopping” for all of his clients’ financial needs – insurance, investment and financial services. Thus DiSantis & Associates became Delta Financial Advisors, encompassing a broader spectrum of financial solutions for the financial services industry.
Since the very early months in his financial service career, Paul has assisted physicians with their insurance & financial services. He is very proud of his over 40 years of being “a financial caregiver to the caregivers”. In 2010, Paul was selected by the American Medical Association Insurance Agency to be one of the first ten members of The Physicians Financial Partners Program. The Physicians Financial Partners Programs is a nationwide network of vetted financial professionals with the knowledge and products designed specifically to meet the unique financial needs of physicians.
Paul is a Registered Representative, Investment Advisor Representative, and General Securities Principal. He also currently holds five professional designations:
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Accredited Estate Planner (AEP)
- Registered Financial Planner (RFP)
- Registered Professional Disability and Health Insurance Underwriter (RHU)
Paul lives with his wife, Vicki, and works with their daughter Jennifer, who is his assistant.