Paul L. Gaudio,  CFP<sup>&reg;</sup> - Financial Advisor

Paul L. Gaudio, CFP®

Client Advisor

Crestwood Advisors

1 Liberty Sq
Boston, MA 02109
(617) 226-0040 CONNECT WITH Paul
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General

Paul Gaudio is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Crestwood Advisors in Boston, MA and the surrounding communities.

Financial Advisor Overview

I take pride in helping families and individuals make smart choices with their money. I aim to provide clients with comprehensive advice around tax, retirement, investment, and estate planning topics to help them accomplish their goals.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources