Managing Principal@ McLean Asset Management
Baltimore, Maryland, United States
Paula Friedman, MBA, CFP®, AIF®, CPFA
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Ithaca College
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FlashIntel GPTPaula Friedman, MBA, CFP(r), AIF(r), CPFA is an experienced financial planner with 18.8 years of work experience. She specializes in retirement plans, profit sharing, comprehensive wealth management, and investment selection. Paula has worked in various roles, including Managing Member at Retirement Researcher and Managing Principal at McLean Asset Management. She has also served as Director of Retirement Plan Services at Glass Jacobson Wealth Advisors. Paula's expertise lies in retirement planning, retirement planning, and investment advisory. She is based in the United States.
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Emails and Phone Numbers
About
Specialties: 401(k), 403(b), Defined Benefit Plans, Defined Contribution Plans, Investments- Selection and Monitoring, Dimensional Fund Advisors (DFA), Fiduciary, Participant Education, Financial Planning, Retirement Planning, Retirement Plans
Work Experience
Managing Principal
Managing Principal
Managing Director, Employer Retirement Plans
Financial Services
Paula Friedman, MBA, CFP®, AIF®, CPFA's Professional Milestones
- Managing Director, Employer Retirement Plans (2013-01-01~2016-12-01): Successfully accelerated financial growth by implementing strategic initiatives and expanding business partnerships.
- Managing Principal (2017-01-01~): Implemented strategic initiatives that enhanced team collaboration, driving success and maximizing operational efficiency.
Education
Business Administration,
Master Of Business Administration,
Masters,
Bachelors,
Bachelor Of Science
1999-2003Skill
Retirement Plans
Profit Sharing
401 K Rollovers
Comprehensive Wealth Management
Investment Selection
Retirement Plan Consulting
Employee Education
Retirement Planning
Financial Planning
Investments
Pensions
401k
Retirement
Wealth Management
Investment Advisory
Erisa
Strategic Financial Planning
Asset Management
Portfolio Management
Financial Analysis
Mutual Funds
Wealth Management Services
Qualified Retirement Plans
Employee Benefits
Defined Benefit
Financial Advisory
Estate Planning
Asset Allocation
Defined Contribution
Finance
Iras
Investment Strategies
Securities
Investment Management
Financial Planners
Certification
Colleagues
Jessica Wunder, CFP, CRPC
Vice President, Wealth Management
Athena Chang
cfp-vice president-wealth manager at mclean asset management corporation
Pat Ward
Managing Director | Human Resources | Office Administrator
Mark Witashek
senior vice president at mclean asset management corporation
Rob Cordeau, CFP®, ChFC®, RICP®
managing director - financial planning
Other Named Paula Friedman, MBA, CFP®, AIF®, CPFA
Frequently asked questions
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We found 1 Paula Friedman, MBA, CFP®, AIF®, CPFA's phone numbers
Paula Friedman, MBA, CFP®, AIF®, CPFA's social media include: Linkedin,
Paula Friedman, MBA, CFP®, AIF®, CPFA works for McLean Asset Management
Paula Friedman, MBA, CFP®, AIF®, CPFA's role in McLean Asset Management is Managing Principal
Paula Friedman, MBA, CFP®, AIF®, CPFA works in the industry of Financial Services
Paula Friedman, MBA, CFP®, AIF®, CPFA's colleagues are Jessica Wunder, CFP, CRPC,Athena Chang,Pat Ward
Paula Friedman, MBA, CFP®, AIF®, CPFA's latest job experience is Managing Principal at McLean Asset Management
Paula Friedman, MBA, CFP®, AIF®, CPFA's latest education in Ithaca College
