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Introducing Paul Carriere, a seasoned Certified Financial Planner (CFP®) with over ten years of experience in the realm of personal finance and wealth management. Paul's journey has been fueled by a deep-seated passion for helping self-employed as well as professionals with employer equity manifest their ideal lives by unraveling the intricacies of financial planning.
Paul's entrance into the world of finance was sparked by a profound desire to simplify the financial landscape for his clients. With a keen focus on the self-employed and small business owners, Paul adeptly navigates the complexities they encounter, providing tailored insights and strategies to help them realize their ambitions.
Guided by a philosophy of balance, Paul's approach harmonizes present enjoyment with future security. He believes that genuine financial success encompasses more than mere numbers – it encapsulates the dreams and experiences that those numbers can facilitate.
In 2021, Paul founded Carriere Financial Planning, a distinguished independent registered investment advisory firm devoted to delivering personalized, thoughtful financial guidance. As an advocate for professional excellence, he proudly maintains active membership in the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network(XYPN), the Fee-Only Network, and the Financial Planning Association(FPA).
Beyond the realm of finance, Paul enjoys spending time with his wife and two children. He finds solace in his love for fishing, the exhilaration of snowboarding down pristine slopes, and the fulfillment of nurturing a garden. These pursuits underscore his belief in seizing life's moments while making prudent financial decisions.
Whether you are a freelancer striving for a secure future, a business owner in search of financial clarity, or an individual with swimming in employer equity, Paul Carriere stands ready to provide guidance. Together, he aims to transform dreams into tangible, achievable realities.