Paul
Macnamara
Redwood Financial Planning, LLC
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About this Advisor
Paul Macnamara is a financial advisor based in Carlisle, Pennsylvania, working with Redwood Financial Planning, LLC. Paul has previously held positions at Strategic Investment Partners, Redwood Financial Planning, LLC, and Pvg Asset Management Corporation. Paul has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Paul is part of Redwood Financial Planning, LLC, which operates out of Carlisle, Pennsylvania. The firm has 1 office and 4 employees. The firm manages assets totaling $174.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Redwood Financial Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Redwood Financial Planning, LLC Brokerage Details
$174,612,625
4
1,205
$144,907
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Paul Macnamara Work History
Redwood Financial Planning, LLC
Pvg Asset Management Corporation
Strategic Investment Partners
Disclosures
Please visit the SEC profile of Paul Macnamara to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Redwood Financial Planning, LLC
Scotch Plains, NJ
Scotch Plains, NJ
Carlisle, PA
Scotch Plains, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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