Paul Litchfield | CPA, MBA

Senior Wealth Advisor

Paul Litchfield is a Senior Wealth Advisor and Financial Planner at Claro Advisors, LLC. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently takes care of money or other assets for another person. As a fiduciary, Paul puts clients’ interests first and is passionate about helping his clients meet all their financial needs through comprehensive planning.  In 2023 Paul was ranked by Forbes as one of America's Top Next-Gen Wealth Advisors Best-in-State*, and previously received the 2020 Boston Five Star Professional Wealth Manager Award* as well as making the 2020 Top 100* in Finance Magazine.

Prior to joining Claro, Paul managed successful investment practices as a Vice President at Ferris Capital and Morgan Stanley. Before transitioning to investment management, he worked for a public accounting firm in Boston as a CPA. Paul serves on the Board of Directors of The Miss Massachusetts Organization, a subsidiary of the Miss America Organization. He is the founder of AdVenture International, a 501(c)(3) non-profit that he created after spending a summer teaching math and English in Africa.

Paul received a Bachelor’s degree in both accounting and finance from The University of Massachusetts at Lowell and graduated Summa Cum Laude as a Commonwealth Honors Scholar. He holds a Master of Business Administration from The University of Massachusetts at Lowell with high honors. Paul also serves on the advisory board at the University of Massachusetts Lowell.

Paul enjoys spending time with his family and supports the following causes: our service men and women, education, and helping mentor future generations. Paul is also a private pilot and enjoys flying airplanes in his spare time.

Forbes 2023 Next Gen *


*See Award Disclosures Below


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