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Paul Madrid (AIFA, CFA, CFP®)

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

  • AUM
  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Paul's experience ranges from working with individual clients to large institutions. Paul serves individuals and families holistically by integrating tax/estate planning and wealth management.

Some service examples include: -Retirement income tax bracket planning to maximize the lowest tax bracket before required minimum distributions begin -Determining best time to take Social Security given expected income and taxes -Considerations of IRMA and other factors that may cost you more in the future -Roth Conversion and IRA Distribution Planning -Portfolio Management targeting best after tax return -Tax Saving Strategies for high income earners and executives

Additional Information

Paul has been active in the community. Paul is a lifetime member of Leadership New Mexico and a graduate of the Leadership New Mexico Core Class of 2019. He is also a graduate of the Greater Albuquerque Chamber of Commerce’s Leadership Albuquerque Class of 2016. He has served as Board Chair for UNM's Anderson School of Business Foundation and Finance Chair for The Full Life Foundation. Currently, he is a board member for the Greater Albuquerque Chamber of Commerce and is Vice Chair of the Education Committee. Paul has also provided financial literacy and education to tribal communities, students, and retirement communities.

NAPFA Start Date

October 23, 2024

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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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