Paulo Moraes believes a successful approach to achieving important financial goals begins with a comprehensive wealth strategy. He is well-versed in formulating strategies suited to each client’s specific needs and goals, from wealth accumulation and investing, to developing a retirement income distribution approach that meets specific lifestyle and legacy goals.
Paulo founded the independent advisory firm, Moraes & Cassidy along with partner Ryan Cassidy, to serve a broader range of client needs without the distractions of minimum sales production goals, proprietary products or other corporate mandates that can interfere with serving the best interests of clients. He chose to affiliate with LPL Financial, the nation’s largest independent broker/dealer* to take advantage of the broad resources the firm offers independent advisors for servicing client accounts, along with access to its non-proprietary research and investment platform.
Prior to joining LPL Financial as an Investment Advisor Representative, Paulo spent eight years as a financial advisor at Bank of America Investment Services, Merrill Lynch and Morgan Stanley. He began his financial services career at Smith Barney where he worked for several years in stock administration and trading.
He earned his Bachelor of Science in Finance from San Francisco State University in 1999. Paulo has taught numerous Community Education Classes at Santa Rosa Junior College.
Originally from Brazil, Paulo is fluent in Portuguese and Spanish, allowing him to serve a broad range of businesses and individuals with a need or preference for the broad communication skills he brings.
When he’s not spending time helping clients pursue their financial goals, Paulo enjoys spending time with his family in San Rafael where he lives and works. He also enjoys time on the links playing golf.