founder and independent fee-only financial advisor at borges financial | outsourced investment consultant to registered investment advisors@ Borges Financial LLC
Copenhagen, Capital Region, Denmark
Paul Borges, CFA, CFP®, MSc
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University of Wisconsin-Madison
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FlashIntel GPTPaul Borges, CFA, CFP(r), MSc is the Founder and Principal of Borges Financial LLC, an independent fee-only comprehensive financial planning and investment management firm. With 14.7 years of experience, he specializes in investments, mutual funds, equities, wealth management, and fundamental analysis. Paul's mission is to provide sound unbiased financial advice to his clients to plan for the future and achieve their financial goals. He has worked at various companies, including Ernst & Young Global Consulting Services and Nordea, where he gained expertise in asset and wealth management. Paul is based in Copenhagen, Denmark.
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I am the Founder and Principal of Borges Financial LLC an independent fee-only comprehensive financial planning and investment management firm. My mission is to bring sound unbiased financial advice to my client base to help them plan for the future and achieve their financial goals.www.borgesfinancial.com
Work Experience
founder and independent fee-only financial advisor at borges financial | outsourced investment consultant to registered investment advisors
Founding Principal | Independent Fee-Only Financial Advisor
Financial Services
Paul Borges, CFA, CFP®, MSc's Professional Milestones
- Graduate Within Asset & Wealth Management At Nordea (2017-01-01~2019-01-01): Developed and implemented comprehensive asset & wealth management programs to support optimal financial performance.
- Investment Research And Planning Associate (2012-01-01~2014-01-01): Conducted extensive market analysis and conducted strategic investment research for informed decision-making.
Education
Economics
Skill
Investments
Mutual Funds
Equities
Wealth Management
Fundamental Analysis
Financial Markets
Series 7
Options
Morningstar
Asset Managment
Series 65
Thomsonone
Financial Advisory
Wealth Management Services
Life Insurance
Retirement Planning
Asset Allocation
Microsoft Office
Microsoft Excel
Finance
Client Services
Stocks
Financial Services
Investment Management
Securities
Financial Planning
Stakeholder Management
Certification
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Paul Borges, CFA, CFP®, MSc works for Borges Financial LLC
Paul Borges, CFA, CFP®, MSc's role in Borges Financial LLC is founder and independent fee-only financial advisor at borges financial | outsourced investment consultant to registered investment advisors
Paul Borges, CFA, CFP®, MSc works in the industry of Financial Services
Paul Borges, CFA, CFP®, MSc's latest job experience is founder and independent fee-only financial advisor at borges financial | outsourced investment consultant to registered investment advisors at Borges Financial LLC
Paul Borges, CFA, CFP®, MSc's latest education in University of Wisconsin-Madison
