Paul H. Schaffer, AIF®

Senior Vice President,
Financial Advisor

Education & Other Highlights

Paul Schaffer is an institutional retirement plan advisor based in Doylestown, PA.

Paul joined CAPTRUST in 2006 as a senior vice president and financial advisor responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Paul served as an advisor at Plan Advisory Services and also at Schaffer Financial Concepts and has worked in the industry since 1984.


  • Bachelor of Science degree from the University of Delaware

Industry Designations

  • Accredited Investment Fiduciary®

Awards & Recognition

  • Financial Times 401 Top Retirement Plan Advisor | 2017, 2018, 2019, and 2020
  • Barron’s Top Institutional Consultants | 2021, 2022, 2023, 2024 (Team Doylestown)
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Doylestown)


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.