About Us

Paulo Financial Advisors is a provider
of wealth management and financial
planning services for individuals,
retirement accounts, IRA accounts
and both public and private charities.

The company was founded when
management became convinced that
it is increasingly difficult to find tailored,
high-quality wealth management advice
for those with under $1 million to invest.
The company typically designs and
manages portfolios of $250,000
or more, after thoughtfully reviewing
the client’s personal and financial circumstances. Paulo Financial Advisors takes the position that all investment decisions should be delivered only after careful evaluation of clients’ needs, risk tolerances and time frames. The firm’s advice comes from a perspective that is informed by portfolio management expertise, tax sensitivity and a full understanding of trust and estate issues that impact individuals, families and retirees.

Catherine M. Paulo, Esq is the president of Paulo Financial Advisors. A trust and estates attorney with significant tax background, Ms. Paulo served as chief trust and investment officer of SI Bank & Trust for nine years, prior to which she held the same function at Gateway State Bank for seven years. She was an associate at Townley & Updike and also at Carter, Ledyard & Milburn. An honors graduate of Vassar College , she holds her J.D. from Rutgers University School of Law, Newark and her Master of Arts from the University of Chicago. Ms. Paulo is a trustee of Richmond University Medical Center. She also sits on the Board of the Community Resources Capital Foundation. Born and raised on Staten Island, she lives in West Brighton with her husband, Stephen, and two children, Thomas and Francesca.