Paul Goodfellow

Paul Goodfellow brings a wealth of Wall Street experience and a commitment to excellence in financial advisory services to his role at CPC Wealth Management. Before joining CPC Wealth Management, Paul served as a Senior Financial Advisor at Merrill Lynch, where he consistently demonstrated his dedication to helping clients achieve their financial goals.

His tenure at Merrill Lynch allowed him to cultivate a deep understanding of the financial markets, investment strategies, and retirement planning. Paul’s clients value his unwavering commitment to their financial well-being. He believes that building lasting relationships and providing personalized guidance are the cornerstones of successful financial advisory.

Whether you are planning for retirement, managing your investments, or seeking to protect your wealth, Paul is dedicated to helping you navigate the complexities of financial planning with clarity and precision.