Paul Cipriano (CFP®, MBA)
Paul Cipriano focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Estate & Generational Planning Issues
- Generation X
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Estate & Generational Planning Issues
- Generation X
- Investment Advice with Ongoing Management
- Socially Responsible Investments
Planning Specialties
I’m Paul Cipriano and I’m the founder of Cipriano Wealth Management. My relationships with my clients are based on careful listening, down-to-earth discussions and thoughtful solutions. I help my clients navigate a complicated financial landscape by remaining focused on three foundational questions: Where are you now? Where do you want to be? What’s the most efficient and viable path towards getting there?
I worked on the trading desks at several large global investment banks for over 20 years where I was responsible for advising hedge funds and asset managers on portfolio management, investment strategy and market risk. I combine that experience with my training as a CFP professional to help current middle- and high-income families from working class backgrounds achieve their personal financial goals.
NAPFA Start Date
March 26, 2021
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