joshua-paul
 

 

Joshua A. Paul, CFP®, AIF®
Senior Vice President, Private Wealth Management
Wealth Advisor
[email protected]


Joshua is senior vice president of private wealth management at Bartholomew & Company. With more than 25 years of experience as a financial advisor, Joshua works directly with individuals and families to develop comprehensive financial plans and customized investment strategies designed to meet each client's goals and objectives. His holistic planning approach encompasses the areas of wealth management, estate planning, philanthropy, portfolio design, tax consideration, and cash flow planning, as well as the financial education of family members.

Prior to joining the company in 1995 as a registered representative of Commonwealth Financial Network®, Joshua worked at Bear Stearns Companies, Inc., and Cape Cod Bank & Trust Company (CCB&T). He earned his FINRA Series 7 securities registration in 1994 while working at CCB&T, before entering his senior year of college.

Joshua currently holds the FINRA Series 7, 24, 63, and 65 securities registrations and is an Investment Adviser Representative of Commonwealth Financial Network. He graduated from the Boston College Carroll School of Management with a BS in finance and has studied at the London School of Economics.  In addition, Joshua is a CERTIFIED FINANCIAL PLANNER™ professional* and has earned the Accredited Investment Fiduciary® professional designation from Fi360, receiving formal training in investment fiduciary responsibility. In 2015, Joshua was recognized as a **Five Star Wealth Manager based on criteria established by Five Star Professional that recognizes service professionals who provide quality services to their clients.
*Important awards disclosure

 

In his free time, Joshua serves on the scholarship committee for the Greater Worcester Community Foundation and coaches his children's sports teams. He enjoys spending time with family, playing golf, visiting warm climates, and traveling to Cape Cod, where he lived for nearly 20 years. Joshua resides in Groton with his wife and three children.

Founders_seal
 

Joshua A. Paul is proud to have been recognized as a Founder’s Club advisor for 2019—a distinction based on annual production that places him among the top 39 percent of advisors affiliated with Commonwealth Financial Network®, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf. Each year, Commonwealth recognizes Founder’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.

 

Location: Worcester Office

 

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.