Paul Borges (CFA, CFP®, MS)

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

  • AUM
  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Millennials

Additional Information

At Contra Investments, we lead with financial planning as we believe it is the foundation of an investor’s success. We work closely with individuals and families to help them achieve their financial goals and align their wealth with their values and what they care about most. Our thorough discovery process enables us to dig deep to find out what’s most important to you and what you wish to achieve with your money. This holistic approach to information gathering is part of what guides our advice and customized financial plan. The resulting detailed financial plan then leads to the resulting investment strategy and portfolio structure for each client. Financial planning is an iterative process that is to be monitored and repeated as life is dynamic. We partner with you to navigate your options and help you stay on track no matter what life throws your way.

Paul was born and raised in the Midwest (Milwaukee, WI and St. Louis, MO), but has spent nearly 8 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, investment 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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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