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!
- Northeastern University, Boston, MA (BS Engineering)
- Clark University, Worcester, MA (MBA, Finance)
- College for Financial Planning, Course requirements for certification as CFP®
- NAPFA-Registered Financial Advisor National Association of Financial Advisors