Paul brings more than 25 years of experience in a wide range of financial services disciplines to the service of Shepherd clients. A Certified Financial Planner™ practitioner, Paul’s areas of expertise also include investment and tax strategies, asset management, retirement, retirement income and education planning, estate planning, insurance planning and asset protection strategies. Before joining the Shepherd team, Paul was most recently a financial advisor with Ameriprise FinancialServices. Prior to that, he served as a Senior Relationship Manager with Fidelity Investments and was a Vice President at Scudder Kemper Investments. He attended the University of New Hampshire at Durham, where he earned a BA in Business Administration. Paul lives in Tewksbury, MA with his family.
Email: paul.bourgeois@shepherdfinancialpartners.com
