Having served in the financial services industry for 20+ years, Paul has fine-tuned a financial planning process designed to help his clients pursue their short- and long-term financial goals. He takes care in preparing, presenting, implementing and tracking their progress, and striving for transparency and clarity in decision-making. He also collaborates with and helps hand-select the team’s wealth managers.
He learned the value of hard work from a young age, with his immigrant parents as his role models. He fondly remembers his mother bringing him to the local savings bank at an early age and the excitement of seeing his passbook savings account grow. He remains honored to help others put their money to work toward their objectives.
Before joining North Atlantic Investment Partners and KTS Financial Group, Paul served as a senior financial advisor with Fidelity Investments, as a vice president, investments with Merrill Lynch, and as a financial advisor with Ameriprise. He earned his undergraduate degree from Boston College and his MBA from Babson College’s F.W. Olin Graduate School of Business. He has also earned designations that include CERTIFIED FINANCIAL PLANNER®, Accredited Portfolio Management AdvisorSM, Chartered Retirement Planning CounselorSM ,and Certified Exit Planning Advisor®.
Staying connected to the community is important to Paul. He is a supporter of the ASPCA, Boston Children’s Hospital, Children International and the Dana Farber Cancer Institute. He is also a member of Armenian Church of Our Savior.
A Massachusetts native who grew up in Worcester, Paul now lives in Belmont with his wife, Patricia. They have two sons, Michael and Matthew and a Wheaten Terrier named Ollie.