Paul Stadfeld

Paul Seymour Stadfeld

Wealth Management Advisor

  • CFP®
  • CLU®
  • CLTC®
  • RICP®
FINRA BrokerCheck
55 William St Ste 100,
Wellesley, MA 02481
781-431-4724 781-690-8844 Visit my website

About my practice

I'm a Needham native that graduated from Emory University in 2002. My two partners and eight team members tenaciously strive to provide the highest level of client service and quality financial planning strategy. As a Certified Financial Planner, I have a fiduciary duty to uphold the highest standard of engagement. I enjoy working with professionals and soon to be retirees.

Get in touch


Google Map