8 months ago
CAPTRUST Named Largest RIA for Seventh Year
CAPTRUST was named the largest registered investment advisor (RIA) by...
- With CAPTRUST Since 2006
- 215.348.8811
-
1980 South Easton Rd #210
Doylestown, PA 18901
Paul H. Schaffer, AIF®
Senior Vice President,
Financial Advisor
- Holland, PA
- The Bourne Identity | The Matrix
- My father, Albert Einstein, and Thomas Jefferson
- Try not to become a man of success but a man of value.
- Integrity, creativity, and dependability
Financial Advisors
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.
Education
- 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 and 2022 (Team Doylestown)
- NAPA Top DC Advisor Teams | 2019, 2020, and 2021 (CAPTRUST Doylestown)
News & Resources
Announcements
Announcements
10 months ago
CAPTRUST Receives Two Accolades from Business North Carolina
Business North Carolina recently recognized CAPTRUST and CEO Fielding...
Announcements
12 months ago
CAPTRUST Named to Barron’s 2022 List
Barron’s recently honored 20 CAPTRUST advisor teams with the prestigious...
Retirement Plans
1 year ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
