Matthew Paul, CFP®
Chief Operating Officer
Matthew Paul oversees the day-to-day operation of the business and is an Investment Advisory Representative at Richard Paul & Associates. Matt also plays an integral role in the on-boarding of new clients and overseeing the client experience.
Matthew is a Certified Financial Planner™ (CFP® ) and completed the CFP Board required curriculum through Eastern Michigan University and Kaplan. He received his bachelor’s degree from Michigan State University, majoring in economics. He holds his Life & Health Insurance license, in addition to the Series 6 and 63 licenses.
Matthew and his wife, Rachael, reside in Whitmore Lake. They had their first daughter, Ozzi Axelle, in February of 2021 and also have two dogs named Tommy & Max, who occasionally visit the office. In his free time, Matthew enjoys Detroit sports, boating, and spending time with family & friends.