Paul Habib

Owner and Co-Founder of ProWealth

 

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 one of Boston's top Wealth Managers 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!

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Phone 781.398.9858
Mobile Phone 857.334.2575