Advisor at Pathways Financial Consulting LLC
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Firm
Pathways Financial Consulting LLC
Location
Needham, MA
Credentials
CFP®, CFA®
Industry experience
2 years
Paul Cloonan is a CFP® and CFA® with over 25 years of experience in the financial industry. He is the principal advisor at Pathways Financial Consulting LLC, where he has worked since 2023. Prior to founding Pathways, he spent 24 years at Amundi Distributor US, Inc. Pathways Financial Consulting LLC is an independent registered investment adviser serving individuals and high-net-worth clients. The firm focuses on discretionary wealth management and financial planning, constructing diversified portfolios primarily using low-cost mutual funds and ETFs, with the ability to include individual stocks or bonds as needed.
Fixed financial planning engagement fees up to $10,000.
$0 - $1,500,000: 0.75% annually Over $1,500,000+: 0.50% annually
Fee-only: Wealth management fees charged monthly in arrears based on assets under management; Financial planning fees charged as fixed fees up to $10,000 or ongoing fees up to $800 per month.
Needham, MA
Massachusetts
Pathways Financial Consulting LLC
2023 - Present (3 years)
Launchpad Venture Group LLC
2022 - 2023 (1 year)
Unemployed
2021 - 2022 (1 year)
Amundi Distributor US, Inc.
1997 - 2021 (24 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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