Paul has more than 25 years of experience in financial services and as a financial advisor. As Director of Financial Planning at SFP, Paul’s strength is in his commitment and the passion he brings to each client engagement and relationship. He works in partnership with each individual, family or business owner to understand their specific needs and goals. His financial plans, advice and strategies are flexible, customized and results-driven solutions to help clients work toward achieving their financial and life goals. Paul has expertise in advising physicians and members of the medical community developed through a long standing relationship with Partners Healthcare Inc. and through his


Paul Bourgeois
Director of Financial Planning, Lead Wealth Advisor
Shepherd Financial Partners
United States, Virginia, Winchester
About Me
Profile Information
Director of Financial Planning, Lead Wealth Advisor
Shepherd Financial Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Winchester
Virginia
United States
Feb 4, 2025
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