Paul A. Kinnaly

About Paul A. Kinnaly

The CFO of a successful business provides dedicated skills and guidance for a company’s major financial decisions. I like to think of myself as the CFO of your personal finances. In fact, that’s how I define what I do for the busy professionals, executives, business owners, and generational families I have been working with since I became a Financial Advisor in I guide my clients towards the achievement of their personal and professional goals. I do this by cultivating deep relationships and developing a detailed financial plan, a critical tool needed to manage today’s complexities. A comprehensive plan helps you adapt to changing economic and market conditions, set a course to financial success, and keep more of what you earn. Throughout my career, I have been dedicated to ongoing education for myself and my clients. I am a Certified Financial Planner (CFP®), and a Certified Investment Management Analyst (CIMA®) – two industry designations that are rare to find in one financial advisor today. These certifications provide me with knowledge and the skills to help individuals and families of significant wealth manage their finances more effectively and with more confidence. I look forward to sharing my insights with you. Please call me directly at (60••••••07. I look forward to speaking with you soon. NMLS#: 167308

Experience

1. Executive Director, Wealth Management Wealth Advisor

   Morgan Stanley

   Nov 2000 — Present · Portsmouth, NH, US

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Education

• Dartmouth College

  Bachelor of Arts

  1987 — 1991