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.


Catherine M. Paulo

Managing Member

(718) 370-3464

[email protected]

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...

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John Donnelly

Operations Manager

718-370-3464

[email protected]

John Donnelly is the firm's other licensed professional and has been part of the Paulo Financial Advisors' team since 2010. John holds a Bachelor's degree in finance from St. John's University and interned at Morgan Stanley. His career...

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Stephen J. Brown

Consultant / Senior Investment Portfolio Advisor

718-370-3464

Stephen J. Brown is Emeritus Professor of Finance at the Leonard N. Stern School of Business, New York University. He studied at the University of Chicago, earning an MBA in 1974 and a Ph.D in 1976. Following successive appointments at...

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