Paul Borges (CFA, CFP®, MS)
Paul Borges focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Millennials
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Investment Advice with Ongoing Management
- Millennials
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Retirees and Near Retirees: Contra Investments has a focus on helping clients near to and in retirement. We are a trusted partner in helping clients enjoy their retirement and achieve their unique goals. We help clients navigate and answer the following questions giving them peace of mind and confidence in their retirement strategy: When can I retire? Can I maintain/achieve my desired lifestyle in retirement? If not, how can I make successful adjustments? How long can my assets and investments sustain my desired lifestyle in retirement? How should my portfolio be allocated given my specific retirement goals and time horizon(s)? When should I take social security? Which accounts should I withdraw from first when funding retirement expenses? What is my ideal withdrawal rate from my portfolio given my specific goals? How can I optimize my retirement plan to make improvements? A tax efficient sustainable withdrawal strategy and thoughtful risk controlled portfolio management are paramount in achieving a successful retirement. Let us help you retire with confidence.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.
In his free time, Paul enjoys traveling and trying new restaurants with his wife Hanna.
NAPFA Start Date
June 03, 2021
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