Bank of America Private Client Advisor Paul Veiga

Services Offered

• Investment advice
• Financial planning
• Wealth management

About

Paul Veiga is a Private Client Advisor based in New Haven, Connecticut, offering tailored financial advice and investment strategies. He specializes in understanding clients' life goals, risk tolerance, time horizon, and liquidity needs to provide comprehensive financial planning services. As a Certified Financial Planner (CFP®) and Certified Trust and Fiduciary Advisor (CTFA), Paul is equipped to guide clients through complex financial decisions. His practice focuses on serving individuals and families seeking to align their investments with their long-term objectives.

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