Karen PaulCFP®
Vice President•Associate Relationship Manager
Karen Paul is an associate relationship manager for CIBC Private Wealth in Boston with over 10 years of industry experience. In this role, she works closely with senior relationship managers to deliver personalized investment and wealth management solutions to high-net-worth individuals, families and foundations that integrate their financial, estate, tax and philanthropic objectives.
Karen earned a Bachelor of Science degree in business administration with a concentration in finance from Northeastern University. Karen holds the CERTIFIED FINANCIAL PLANNER™ designation and was honored with a CIBC Rookie of the Year Achievers Award in 2018.
Disclosures
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® , in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
