JonPaul McBride | Boston, MA Financial Planner | Adviser Investments
JonPaul McBride
Financial Planner
617.321.2200 Contact JonPaul
617.321.2200

JonPaul McBride

Financial Planner


Background Experience

JonPaul joined Adviser Investments in 2019 as a financial planner. He began his career as a trust administrator with Cumberland Trust in Nashville, TN, and previously worked in wealth services at Daintree Advisors and North American Management in Boston. JonPaul graduated from Yale University, where he studied history. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2017. JonPaul lives in Dedham, MA with his wife, daughter and cockapoo, where he enjoys history podcasts, hiking and cooking.

Certifications

CFP®, ECA

Call: 617-321-2200
Address

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Cash Flow Planning
Medicare Planning
Pension Analysis
Social Security Analysis
Employee Benefits Maximization

JonPaul's Insights

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