Paul Schofield, CFP®, CRPC®

Financial Consultant
CERTIFIED FINANCIAL PLANNER™

As a Financial Consultant with LPL Financial, I can help you make informed investment decisions based on your specific goals and risk tolerance.  I can help you in developing and executing a strategy that you can feel comfortable with. This strategy would be reviewed annually and adjusted as needed.  

Designations / Registrations

• CERTIFIED FINANCIAL PLANNER ™ Professional since 1996.
• CHARTERED RETIREMENT PLANNING COUNSELOR^SM   since 2014.
• Series 7, 24 and 63 registrations, held with LPL Financial

Business Experience

• LPL Financial- Financial Consultant
  • 2007- Present
• A.G. Edwards & Sons – Financial Consultant
  • 1996-2007 
• Columbia Funds (formerly Colonial Funds) – Inside Wholesaler
  • 1992-1996

Areas of Focus

• Financial Planning, Retirement Planning, IRAs and IRA/401(k) rollovers,       Education Planning, Estate Planning, Insurance - Life & Long Term Care