Paolo Catucci, Financial Advisor

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • College Savings
  • Sustainable investing
  • Entrepreneurs & Business Owners

About Paolo

Many of us have a vision of what we would like to accomplish in our lifetime. I believe that if we are intentional, we can get a little closer to achieving those things each day. Like any journey, the path is long and unpredictable and may present many challenges. As we move past each challenge, much like a goal accomplished, we grow and give ourselves permission to take on additional challenges and goals. As we grow, it's not unusual for the goals to get bigger, more complex and more important. To make it to the finish line requires thoughtful preparation....

Work History

  • Edward JonesFebruary 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Rhode Island CollegeBachelor of Science

Personal Interests

  • Personal Fitness
  • Music
  • Traveling
  • Volunteering
  • Sustainability

Team Members

  • Amy Andrade
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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