Sr. Financial Planner


George J Paquin, MBA, CFP®

George’s financial career began in 1993 as a commissioned insurance sales representative. In 1994, he joined a local investment firm as a fee-based financial planner, serving clients in Middlesex County, Massachusetts. In 1997, after earning the CFP® designation, George left the commissioned sales world and established a Fee-only financial planning firm in Chelmsford. In 2011, he merged with Resolute Financial.

George has extensive experience in helping clients make a smooth transition from the working world to life in retirement. As retirement progresses from the Go-Go years of early retirement to the Slow-Slow later years, George enjoys helping clients achieve the retirement they planned, with flexibility to handle the curves that life can toss your way.

A grandparent several times over, he is constantly amazed at how his world view has evolved as his grandchildren have grown. Grandparents have a unique opportunity to positively influence the future! George maintains his focus on helping clients, but likes to remind people that it’s okay to bring family pictures to the meetings too!

Education:

  • Northeastern University, Boston, MA (BS Engineering)
  • Clark University, Worcester, MA (MBA, Finance)
  • College for Financial Planning, Course requirements for certification as CFP®

Registrations/Memberships/Certifications:

  • NAPFA-Registered Financial Advisor National Association of Financial Advisors