Financial Advisor in Boston, MA | Paul McNulty, CFP

A financial advisor serving Boston, MA, Paul McNulty has over 20 years of experience helping people navigate the ups and downs of the economy toward the financial future they envision. His education consists of a Bachelor of Science in Business Administration from the University of Rhode Island and the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, which required advanced coursework in taxes, retirement planning, wealth transfer, investments, insurance and other financial issues.

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Planning for retirement is the top concern for most of our clients. However, retirement is not a one-time event or an end to our planning. Retirement is simply a transition from your asset accumulation phase to a time where you will begin to spend down what you’ve earned over your lifetime.

Our goal is to help pre-retirees make sure they have enough savings to retire by helping them maximize their retirement plan allocations. We want retirees to get the income streams they need through Social Security, annuities, and retirement plan distributions.

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