skip navigation

40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

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 COUNSELORSM   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