Paul Habib, CFP, CLU, ChFC, CLTC

Paul Habib, CFP, CLU, ChFC, CLTC

Owner and Co-Founder of ProWealth
Office: 781.398.9858
Mobile: 857.334.2575

Patience and persistence.

I am originally from London, Ontario, Canada. I have always had a fascination with the markets and knew I always wanted to work in the financial world. I came to the U.S in 2007 and went to Northeastern University where I graduated with a double major in Finance and Management Information Systems. Now residing in Boston, MA, I have been in the financial industry for eleven years and a financial advisor for the last five years.

Coming from a tight-knit family of immigrants, I learned that it takes hard work to achieve personal goals. Through that hard work, patience, and persistence, I was named a Five Star Wealth Manager in 20211.

I go out of my way to do what's right for my clients. My focus includes retirement, estate, and tax2 efficiency approach to financial guidance, with an emphasis in helping high earners navigate the complexities of the market and the ever-changing tax environment2. I take the time to educate all of my clients, making sure they understand how their financial portfolio works to meet their goals.

Away from work, I really enjoy watching football – I'm a diehard Patriots fan, and a dog dad to a puppy named Bruno. I'm also involved in the Big Brothers Big Sisters program.

I'd like to hear from you about your financial goals and your hopes for the future. Together with my team at ProWealth, we can develop a financial strategy to help you get where you want to go. It all starts with a conversation!

1 The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one clients' experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 3,580 Boston wealth managers were considered for the award; 463 (13% of candidates) were named 2020 Five Star Wealth Managers. 2019: 3,619 considered, 566 winners; 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners.

2 We do not provide tax advice. Please consult your tax professional regarding your particular situation.