Paulo Financial Advisors, LLC.

Paulo Financial Advisors, LLC.

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PFA is a boutique financial advisory firm located on Staten Island with clients all over the US. Start your journey to financial freedom today!

We take a hands on approach to wealth management by creating tailored financial solutions for each client. Paulo Financial Advisors is a provider of wealth management and financial
planning services for individuals,
retirement accounts, IRA accounts and both public and private charities. At Paulo Financial Advisors:
"It's all about You."

06/02/2026

There's a moment early in retirement that catches many people off guard.

You wake up… and there's nowhere you need to be.

At first, that quiet feels wonderful. After years of deadlines and responsibility, it's a relief.

And then the question comes:

Now what?

If that feels familiar, you're not alone. Retirement isn't just a schedule change. For many people, it's an identity shift.

The first year isn't about having everything figured out. It's about finding your rhythm.

05/30/2026
Deciding When to Take Social Security 05/28/2026

When you choose to take Social Security might impact your retirement income. Find out how.

Deciding When to Take Social Security One of the most common questions people ask about Social Security is when they should start taking benefits.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

Problems with Probate 05/21/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.

Risk Tolerance: What’s Your Style? 05/14/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Risk Tolerance: What’s Your Style? Learn about what risk tolerance really means in this helpful and insightful video.

05/10/2026

To the mothers we have, the mothers we remember, and the mother figures, thank you. We are grateful for you this Mother’s Day.

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Location

Address


63 Daleham Street
Staten Island, NY
10308

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm