For more than 35 years, Paul Fitzpatrick has advised clients on financial planning and insurance strategies. He works with individuals, families and business owners to create a comprehensive, holistic financial plan and investment portfolio that addresses their personal goals and life’s major financial milestones. When circumstances arise or needs change, Paul works with the client to update and adjust their plan accordingly. As an independent and objective financial advisor, he is committed to helping his clients make well-informed financial decisions.
Paul holds Series 7, 63, 66 and 24 securities registrations through LPL Financial. He graduated from Nichols College in 1982 with a Bachelor of Science degree in Public Administration. He began his career in the financial services industry in 1986 with American Express Financial Advisors.
Active in his community throughout his career, Paul is member of the Gardner Chamber of Commerce and the Heywood Hospital Golf Committee. He is also a past president of the Gardner chapter of the Rotary Club.
Paul resides in Milford, Massachusetts with his wife, Rose Ann. They have four adult children, and enjoy traveling and spending quality time with their family.