PAUL HABIB , CFP®, CLU®, CHFC®, CLTC
OWNER AND CO-FOUNDER OF PROWEALTH
Born in London, Ontario, Canada, Paul’s fascination with the markets steered him toward a career in finance despite his parents’ hopes he’d enter medicine. In 2007, he moved to the U.S. to attend Northeastern University, graduating with dual degrees in Finance and Management Information Systems.
With over a decade in the financial industry, Paul now splits his time between Boston and Tampa alongside his wife, Caroline, and their two rescue dogs. He always puts his clients’ goals first by focusing on all the pillars of a comprehensive plan—retirement, estate, and tax efficiency—and takes the time to ensure every client fully understands how their portfolio works to meet their objectives.
Areas of Focus:
High Earners – Retirement Planning – Estate Planning – Tax Efficiency
Embracing the work ethic instilled by his immigrant family, Paul’s dedication and expertise have earned him top industry honors:
Forbes list of America’s Top Financial Security Professionals, 2023 & 2024*
Five Star Wealth Manager, 2017-2025
Recognized in Forbes Magazine, The Wall Street Journal, and Boston Magazine*
When he’s not helping clients navigate complex markets and tax environment, Paul stays active and engaged by:
Spending quality time with his wife Caroline and their two rescue dogs
Volunteering and mentoring the next generation of financial professionals
Exploring the cultural and financial landscapes of both Boston and Tampa
*Data provided by SHOOK®Research, LLC. Data as of 12/31/23.
Source: Forbes.com (July, 2024).
Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices. Also considered: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
