Paolo LaPietra (CFP®)

Paolo LaPietra focuses in the
following client markets or areas of practice:

  • AUM
  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

As a Wealth Advisor, Paolo focuses on wealth management and provides financial solutions designed to meet each client’s investment, education and retirement planning needs. Drawing on his financial planning experience, Paolo develops personalized solutions to address the complex needs of each client. As the Portfolio Strategist, Paolo also helps with investment analysis, portfolio strategies, trading operations and helps clients maintain their target mix of asset classes. Before joining the firm in 2018, he had 2 years of experience working for Morgan Stanley, specializing in financial planning. In 2016, Paolo graduated with a Bachelor’s degree in Economics from SUNY Geneseo. He achieved the Certified Financial Planner™ designation in March 2019. A native to the Troy area and former collegiate athlete, Paolo enjoys being active in the community through various youth sports programs.

NAPFA Start Date

June 30, 2022


This Office

1819 Fifth Ave Historic Downtown Troy Troy, NY 12180 Phone: (518) 720-3333

Other Offices

340 Broadway Saratoga Springs, NY 12866 Phone: (518) 720-3333