Paul Longobardi, CFP®

Paul has been in the financial services industry for over 30 years. He graduated from Villanova in 1992 as a Finance major, and later attained his MBA from Babson in 1996. Paul holds the CFP® certification and CAIA designation. Paul initially joined Capital Analysts of New England in 2020 as the Director of Investments helping the advisors with investment related ideas. Later in 2024, Paul changed roles within the firm and became an advisor himself.

 

Prior to coming to Capital Analysts, Paul had been a portfolio manager in wealth management since 2011 with roles at US Trust and TD Private Client Group.

 

Prior to wealth management specifically, Paul was a stock trader, a financial teacher, a financial analyst all at Fidelity Investments, and a business analyst for Columbia Management.

 

Paul enjoys working with clients and their personal situations. While his specialization lies in portfolio construction and investing for both taxable and retirement accounts, he is also committed to client education and the financial planning process of matching the client’s goals with their risk tolerance.

 

Outside of his professional pursuits, Paul and his wife Kristin reside in Wrentham, Massachusetts, with their three boys where their life revolves around soccer, skiing, lacrosse and travel.