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.

NAPFA Start Date

June 03, 2021


This Office

Virtual Brookfield, WI 53045-5400 Phone: (262) 229-7193