A financial professional since 1991, 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.
Paul’s experience and education have made him a multi-faceted professional capable of assisting people with virtually all their financial needs. His services include every facet of retirement planning, from 401(k) rollovers and income planning to wealth management and estate planning.
“My mission,” Paul says, “is to provide effective strategies for the financial challenges confronting affluent individuals, families and business owners.”
Assisting Paul in that mission is his status as an independent wealth manager – which means he does not have anyone pressuring him to push proprietary financial products. Working with him, clients receive unbiased, well-thought-out financial strategies, not a sales pitch. His loyal clientele continues to grow thanks to client referrals.
Paul has been active in his community over the years as a youth sports coach. When he’s not spending time with his wife, Cindy, and their two children, who are currently away attending college, Paul enjoys reading, playing golf and fishing.
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