E. Paul Dufrene
Fiduciary Financial Advisor, Certified Business Consultant, MBA, IFW-Certified (Institute of Financial Wellness), Business Owner
- Role
- Investment Adviser Representative (Iar) at Foundations Investment Advisors, Llc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About E. Paul Dufrene
North American Financial Services, Inc. is a full service Financial Fiduciary Advisory…
Experience
Investment Adviser Representative (Iar)
Foundations Investment Advisors, Llc
Jun 2025 — Present · The Woodlands, TX, US
As a Fiduciary Advisor we take a holistic approach to financial planning to ensure we always act in the best interest of our clients.
Education
Harvard University
Senior Executive Fellows Program
Business Training Institute
Certified Business Consultant, Business Consulting
2019
University of New Orleans
Master of Business Administration (MBA), Finance and Financial Management Services
1994 — 1997
Skills
- Disability Insurance
- Savings Accounts
- Equity Indexed Annuities
- Health Insurance
- Life Insurance
- Finance
- Retirement
- Leadership
- Volunteer Management
- Tax Free Income
- Management
- Securities
- Public Speaking
- Investment Strategies
- Charitable Remainder Trusts
- Retirement Solutions
- Financial Services
- Fundraising
- Planned Giving
- Fixed Annuities
- 401k
- Nonprofits
- Charitable Gift Annuities
- Strategic Planning
- Personal Financial Planning
- Guaranteed Lifetime Income
- Iras
- Non-Qualified Deferred Compensation
- Stewardship
- Money Management
- Business Planning
- Hard Money Lending
- Charitable Gift Planning
- Annual Giving
- Asset Protection
- Customer Service
- Retirement Savings
- Portfolio Management
- Marketing
- Philanthropy
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