PAUL HABIB , CFP®, CLU®, CHFC®, CLTC
OWNER AND CO-FOUNDER OF PROWEALTH
Paul is originally from London, Ontario, Canada. He’s always had a fascination with the markets and knew he always wanted to work in the financial world (despite his parents wishing he went into medicine).
Paul came to the U.S in 2007 and went to Northeastern University where he graduated with a dual major in Finance and Management Information Systems. Now residing in Boston, MA, he has been in the financial industry for over a decade.
Coming from a tight-knit family of immigrants, he learned that it takes hard work to achieve personal goals. Through that hard work, patience, and persistence, he was first named a Five Star Wealth Manager in 2021 and 20221.
Paul always puts his clients goals first. This is done by focusing on all the pillars of a plan: retirement, estate, and tax efficiency
He has a distinct approach to financial guidance, with an emphasis in helping high earners navigate the complexities of the market and the ever-changing tax environment. In building a partnership with clients, Paul takes the time to make sure clients understand how their financial portfolio works to meet their goals.
