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Paul Bourgeois

Director of Financial Planning, Lead Wealth Advisor

Shepherd Financial Partners

United States, Virginia, Winchester

About Me

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

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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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