History
Paulo Financial Advisors was founded in 2004 by Catherine, a registered investment advisor and trust and estates attorney with significant tax background. The business was founded on the premise that individuals will only be able to achieve their financial goals when they understand their own financial situation. Large institutions may offer packaged investments and take commissions from insurance providers which means that they cannot be completely impartial in their decision making when it comes to your finances. As a fiduciary fee only advisor, PFA is mandated to do what's best for you. With a no commission model, PFA is able to make decisions and help you to make decisions that will lead to the best outcome for you. Paulo Financial Advisors was created with the mission of taking a hands on approach to your finances so you are given a plan that meets your unique needs because your situation is unique.
Specialties
Paulo Financial Advisors (PFA) is a fiduciary investment advisor offering a range of financial planning services for individuals, families and business owners including: Wealth Management, Retirement Planning, Estate Planning and Insurance Reviews. PFA is a fee only financial advisor. This means that we do not accept commissions or other financial benefits from product providers. Our focus is your financial well being. We believe that each individual is different and take a hands on approach in understanding you. Each financial plan we create is customised to your unique needs and goals and based on our expert advisors' assessments of what will work best for you. With office based on Staten Island, New York, Paulo Financial Advisors has an internationally recognized team and services clients nationwide. We have been operating since 2004 and are excited to be able to help you achieve your financial dreams.