Everyone’s economic and life situation is unique and I keep that in mind when providing financial advice. I believe that a personalized experience is essential when matching clients with the right financial investments and services. As an Investment Advisor Representative, I am dedicated to learning about your personal values and goals. Together we will use them to build a financial plan focused on your specific needs.
I understand my clients are in different stages of life: you might be purchasing a first home or an instrument, financing a child’s post-secondary education or planning for retirement. I believe a financial plan must reflect your personal or business situation, and will work to highlight the financial advice and investments that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to your plan.
Before Founding Intelligent Investor Financial Planning, LLC, Paul was a full time professional French Horn player. After changing careers in his mid 30’s, Paul earned his Certificate in Financial Planning from Boston University’s Institute of Finance and has served as a Financial Advisor, Manager and Registered Principal with Ameriprise Financial Services. During that time, Paul helped his clients achieve their goals through the financial planning process by providing the confidence and clarity necessary to make their most important financial decisions.
If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have.