Paul is a Financial Advisor and Associate Portfolio Manager with Transform Wealth. Paul draws on his years of experience in investment management and financial planning when working with clients. He appreciates that people have different knowledge and comfort levels when it comes to personal financial planning which is why he takes the time to help them fully understand their options, offering the expert guidance necessary for them to feel confident with their choices.
Paul is a Chartered Financial Analyst® and Chartered Alternative Investment Analyst® charter holder who brings over 20 years of experience in the financial industry. Both designations are globally respected, graduate-level investment credentials. The CFA® and CAIA® charters demonstrate mastery of advanced skills needed for investment analysis and decision making in today’s volatile markets, as well as a commitment to the highest ethical standards. In his free time, he enjoys cooking, reading, and spending time with friends and family.