Paul Fitzpatrick

Background

About Paul Fitzpatrick

For more than 35 years, I have advised clients on financial planning and insurance strategies. I work with individuals, families and business owners to create a comprehensive, holistic financial plan and investment portfolio that addresses their personal goals and life’s major financial milestones. When circumstances arise or needs change, I work with the client to update and adjust their plan accordingly. As an independent financial advisor, I am committed to helping my clients make well-informed financial decisions. I hold Series 7, 63, 66 and 24 securities registrations through LPL Financial. I graduated from Nichols College in 1982 with a Bachelor of Science degree in Public Administration. I began my career in the financial services industry in 1986 with American Express Financial Advisors. Throughout my career, I have been an active member in my community and currently serve as a member of the Gardner Chamber of Commerce and the Heywood Hospital Golf Committee. I was also a past president of the Gardner chapter of the Rotary Club. I reside in Milford, Massachusetts with my wife, Rose Ann. We have four adult children, and enjoy traveling and spending quality time with our family.