Registered Investment Advisors

Located in New York, Serving The Nation

As a registered investment advisor, Paulo Financial Advisors (PFA) is a fiduciary serving clients since 2004. The firm was created because the principal advisor was not satisfied with the quality of ‘personalized advice’ other investment advisors were offering.

PFA is fee only which means that we don’t accept commissions or other financial benefits from product providers. As a fiduciary investment advisor, we take on the responsibility to make independant and objective decisions with your financial future in mind.

While only a small team of advisors, we have an internationally recognized team and service clients all over the United States.

If you’re looking for an independent investment advisor who creates unique plans for clients and puts you first, Paulo Financial Advisors is the advisor for you.

John Donnelly

Managing Member


John Donnelly is the firm's President. John holds a Bachelor's degree in finance from St. John's University and interned at Morgan Stanley. His career in the financial services industry started with six years spent on the trading floor...

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Catherine M. Paulo

Senior Consultant

(718) 370-3464

Catherine M. Paulo, Esq is a Senior Consultant to 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...

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