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Paul H. Schaffer, AIF®

Paul H. Schaffer, AIF®

Senior Vice President,
Financial Advisor

  • Holland, PA
  • The Bourne Identity and The Matrix
  • My father, Einstein, and Thomas Jefferson
  • Try not to become a man of success but a man of value.
  • Integrity, creativity, and dependability

Financial Advisors

Paul is a retirement plan advisor based out of Doylestown, PA.

Paul joined CAPTRUST in 2006 as a 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, and 2019
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Doylestown)
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