Lead Wealth Advisors
Paul has more than 25 years of experience in financial services and as a financial advisor. As Director of Financial Planning at SFP, Paul’s strength is in his commitment and the passion he brings to each client engagement and relationship. He works in partnership with each individual, family or business owner to understand their specific needs and goals. His financial plans, advice and strategies are flexible, customized and results-driven solutions to help clients work toward achieving their financial and life goals.
Paul has expertise in advising physicians and members of the medical community developed through a long standing relationship with Partners Healthcare Inc. and through his association as a reviewed provider in the financial planning program offered at Massachusetts General Hospital and as a frequent subject matter speaker and panelist.
In addition to his roles as a CERTIFIED FINANCIALPLANNER™ practitioner and member of Shepherd Financial Partners Investment committee, Paul is a licensed insurance agent and focuses on wealth and asset management, retirement, education and estate planning, insurance and asset protection strategies.
Before joining the Shepherd team, Paul was most recently a financial advisor with Ameriprise Financial Services. Prior to that, he served as a Senior Manager with Fidelity Investments and 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.