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Meet Paul Carriere, a Certified Financial Planner (CFP®), with over a decade of experience in the field of finance and wealth management. Paul is driven by a passion to assist self-employed individuals and professionals with employer equity in achieving their lifestyles through unraveling the complexities of financial planning.
Paul's venture into the sector was sparked by his seated desire to simplify financial matters for his clients. With a focus on self employed individuals and small business owners Paul adeptly navigates the challenges they face offering personalized insights and strategies to help them reach their goals.
Following a philosophy centered on balance Pauls approach harmonizes enjoying the present while securing the future. He believes that true financial success goes beyond numbers – it encompasses the dreams and experiences that those numbers can enable.
In 2021 Paul established Carriere Financial Planning, an registered investment advisory firm dedicated to providing tailored and considerate financial advice. Committed to excellence he is actively involved in organizations, like the National Association of Personal Financial Advisors (NAPFA) XY Planning Network (XYPN) Fee Network and Financial Planning Association (FPA).
In addition, to his business endeavors Paul takes pleasure in spending quality time with his wife and two children. He finds peace in his passion for fishing the thrill of snowboarding on slopes and the joy of tending to a garden. These activities reflect his belief, in embracing life's moments while also making smart financial choices.
Whether you're a freelancer working towards a future a business owner seeking clarity or an individual navigating through company stock options Paul Carriere is prepared to offer guidance. Together he aims to turn aspirations into attainable realities.