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

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.