Paul Matheson, CFP®

As Lead Financial Representative, Paul is responsible for supporting clients in achieving their financial objectives by assessing their individual circumstances and presenting them with viable options and solutions. Paul’s role involves providing personalized assistance to ensure clients have the information and support they require to make informed financial decisions and progress towards their goals.

Throughout his 23-year tenure in the financial services industry, Paul has held various positions across multiple organizations, gaining a wealth of experience. His career trajectory includes working in diverse roles, such as serving in an operational and compliance capacity for a prominent mutual fund complex, being employed by a regional investment firm, gaining valuable insights on a trading room floor, and working as an Investment Consultant for a national broker.

Professional Designations

• Series 6,7,24,26,63, and 65

• Insurance Producer License (Annuity & Life) for the Commonwealth of Massachusetts

• CFP®