Paul Madrid (AIFA, CFA, CFP®, CPA/PFS)

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.

NAPFA Start Date

September 01, 2020

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This Office

7425 Jefferson St NE Albuquerque, NM 87109-4488 Phone: (505) 998-3249 Fax: (505) 998-3499