For over 25 years, Paul has been helping high-net-worth individuals and families create, preserve and transfer their wealth. He also provides institutional and advisory services to investment fiduciaries, including nonprofit boards, treasurers and trustees. Paul began his career in public accounting, focusing on tax and financial planning services for individuals and institutions. Paul has a B.S. in accounting from Merrimack College, holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, and maintains his Certified Public Accountant (CPA) certification, even though he is no longer practicing in public accounting.
