Available Now: Retirement Guide

Paula Nangle, CFP®

President & Senior Wealth Advisor

“As one of my mentors advised, everyone needs someone to talk to about life and money. I like to give people a space to talk about what they value and what they want to accomplish in life.”

Paula’s Role at Marshall Financial

As President of the firm since November of 2016, Paula is laser-focused on instilling the values that have guided Marshall Financial for 40+ years. “Running the firm is truly a team approach, with everyone in our management group working together seamlessly and in the same direction,” she says.

That allows Paula to spend most of her time doing what she loves best: Working with clients as a Senior Wealth Advisor. In fact, the opportunity to build close, impactful relationships played a big role in her transition from a pharmaceutical career to financial planning.

“My corporate experience helps me relate well to clients in executive positions, but it’s the collective life experiences of our entire team that clients value most,” she says. Paula also brings the expertise she gained teaching financial planning and wealth management as an adjunct professor at the New York University School of Continuing and Professional Studies.

Get to Know Paula

Paula loves helping clients through whatever life sends their way. “Life is dynamic, and the journey involves many transitions—some welcome, some not,” she says. “I help people prepare, so when change happens, they find it easier.” Working with some of the same families for many years, guiding them through the inevitable twists and turns, is one of her greatest rewards. “It’s fulfilling to know you’ve made a positive impact on people’s lives,” she says.

Paula describes herself as a life-long learner and also likes to stay active, whether it’s skiing, scuba diving, mountain biking, or her yoga practice. “It’s all challenging and restorative, and ties into my philosophy of practicing gratitude,” she says. A registered Yoga Alliance teacher, she’d love to teach yoga in the future. For now, downtime means sharing simple pleasures with her family: cooking, playing games, and just being together.

Experience

With Marshall Financial since 2009

In financial services since 2004

Affiliations – Past & Present