Paul Borges (CFA, CFP®, MS)

Paul Borges focuses in the
following client markets or areas of practice:

Fixed Fee (Subscription, Retainer, etc.)

Hourly

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Socially Responsible Investments

Additional Information

Paul is the Founder of Borges Financial. He is a US citizen born and raised in the Midwest, but has spent nearly 7 years as an expat studying and working in Scandinavia, initially in Copenhagen, Denmark and most recently in Oslo, Norway. He has a range of financial industry experience having worked at Ameriprise Financial in Chicago, IL, Nordea Bank in Copenhagen, Denmark, and Ernst & Young in Oslo, Norway. Roles have ranged from investment management, ESG analysis, financial planning, to consulting. Paul has a Graduate degree in Management from Copenhagen Business School and an Undergraduate degree in Economics from the University of Wisconsin-Madison. Additionally, Paul continuously strives to further develop his skillsets and has earned both his CFA Charter and CFP® certification.