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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 onboarding 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. In his free time, Matthew enjoys Detroit sports, boating, and spending time with family & friends.