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Matthew Paul, CFP®

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 have 2 dogs named Tommy & Max, who occasionally visit the office. In his free time, Matthew enjoys Detroit sports, boating, and spending time with family & friends.