Specialties
About Me
A native Washingtonian, Paul has over three decades of wealth management experience.
Prior to co-founding DecisionMap Wealth Management with Mark Weber, he worked as a vice president for Goldman Sachs and was a managing director for United Capital Financial Advisors. He was also the founder of Bennett Financial Corporation and Private Wealth Advisers as well as co-founder of c5 Wealth Management. Paul specializes in providing wealth management advice to executives, entrepreneurs, professionals and retirees. Paul’s unique approach involves demystifying complicated financial jargon and simplifying concepts, a skill refined through years of helping clients make confident decisions. His doctoral work, which delved deep into investor behavior and utilized methods to enhance the investing experience, provides a unique perspective in the industry. Paul is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Chartered Financial Consultant (ChFC®) and Behavioral Financial Advisor (BFA). He holds a postdoctoral Master of Science in applied analytics from Columbia University and a Ph.D. in economics from SMC University. Paul also holds a Master of Science in finance from Indiana University Kelley School of Business and a Bachelor of Arts from the University of Florida. Paul is a published author of books and articles on investments, personal finance and economics. His most recent book is entitled, "The Money Navigator: The Essential Guide to Living Your Ideal Financial Life." He also has served as a subject matter expert for the Certified Financial Planner Board of Standards, contributing to the development of examination questions for the CFP® certification examination. Paul was previously a member of the board of directors of the Rotary Foundation of Great Falls, Virginia, and served on the board of trustees for Capital Hospice as well as the finance and planning giving advisory committees. In his free time, Paul enjoys playing pickleball, traveling and spending time with his family, reading nonfiction and playing an occasional round of golf.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
PhD, MSF, CFP, ChFC, BFA
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
DecisionMap Wealth Management, LLC (“DMWM”) is an SEC registered investment adviser located in Reston, VA. Registration as an investment adviser does not imply a certain level of skill or training. The publication of DMWM’s website on the Internet should not be construed by any consumer or prospective client as DMWM’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of DMWM’s current written disclosure statement as set forth on Form ADV, discussing DMWM’s business operations, services, and fees is available from DMWM upon written request. DMWM does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.