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 with financial planning needs to large institutions with deep investment and fiduciary needs. Paul acts as an investment consultant with nonprofits and with Native American tribes by providing investment management services, assistance with investment policies, asset allocation design, reviews of investment providers, and trainings on investments and fiduciary responsibilities.

In addition, Paul serves his individual clients and business owners with their estate, retirement, and investment planning needs. As part of a CPA firm, Paul coordinates the tax aspect of each client's situation into the financial planning investment process.

Additional Information

Paul’s community involvement ranges from supporting local organizations to serving as a board member for local nonprofits. 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 served as Board Chair for the University of New Mexico Anderson School of Business Foundation and is a board member for the Greater Albuquerque Chamber of Commerce and the Full Life Foundation.