Paul H. Schaffer, AIF®

Professional Focus

Paul Schaffer is a seasoned institutional retirement plan advisor at CAPTRUST’s Doylestown, Pennsylvania office. With a career in financial services spanning four decades, Paul serves as a trusted consultant to corporate fiduciaries, specializing in the design, management, and ongoing optimization of employer-sponsored retirement plans. His deep knowledge of fiduciary standards, plan governance, and investment oversight makes him a valued partner to employers seeking to meet the evolving needs of their workforce.

Career Background

Paul joined CAPTRUST in 2006, bringing with him more than 20 years of industry experience. He currently holds the title of senior vice president and financial advisor and is responsible for delivering comprehensive retirement plan advisory services to a diverse base of institutional clients. Prior to his tenure at CAPTRUST, Paul worked as an advisor at both Plan Advisory Services and Schaffer Financial Concepts, where he focused on developing strategic plan solutions tailored to each client’s goals and obligations.

Having been in the industry since 1984, Paul has witnessed the retirement landscape evolve and has helped his clients navigate the many regulatory and market changes along the way. His longevity in the field reflects a commitment to fiduciary excellence and a client-first philosophy.

Philosophy & Approach

Paul’s work is grounded in building meaningful relationships with the organizations he serves. He takes a hands-on, consultative approach to retirement planning, offering insights into plan benchmarking, investment menu construction, plan governance support, and participant education strategies. His goal is to help clients provide competitive, compliant, and cost-effective retirement benefits that drive positive outcomes for plan sponsors and their employees alike.