Broker Check
Paul O'Malley

Paul started in the financial services industry in 2020 after 5 years of experience as a tax accountant working at a small firm. As a C.P.A., he looks to work with his clients on a year-round basis to make sure they are maximizing the most tax efficient strategies for their needs. With this approach and an attitude of always looking forward to meeting with people, he has enjoyed helping and getting to know his clients while helping them with their problems and ideas.

Paul graduated from the University of Massachusetts Amherst in 2013 with an undergraduate degree in Accounting and Information Systems and a Master’s Degree in Accounting in 2018. He enjoys traveling locally to the beach in Maine and his favorite spot internationally is Southern Spain. A few causes he enjoys supporting are special needs charities, Veteran care, and animal shelters in need of supplies or help with any tax filings.