Paul Madrid

CFA®, CFP®, AIFA® | Principal, Wealth Management Practice Leader

19

Years

Total Experience

16

Years

With REDW

Specializing In:

  • Private Clients (Wealth/Trusts)
  • Financial Planning
  • Retirement Planning
  • Investment Management & Advisory

 

Education:

Bachelor of Business Administration from the University of New Mexico’s Anderson School of Management, Magna Cum Laude

Leadership New Mexico class of 2019

Meet Paul

In the course of his work, Paul conducts research, performs investment analysis and portfolio management, and holds educational seminars. As a Principal and former Chief Investment Officer, Paul is a voting member of the REDW Wealth Investment Committee and helps lead the investment process.

Professional Qualifications and Memberships

Paul is a Chartered Financial Analyst® (CFA®) charterholder and member of the CFA Institute and the CFA Society of New Mexico, as well as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He has also earned the Accredited Investment Fiduciary Analyst® (AIFA®) designation, awarded by Fi360, which signifies the ability to perform fiduciary assessments that measure how well investment fiduciaries are fulfilling their duties to a defined standard of care.

“I enjoy working with clients as part of their team. I want to make their lives easier and provide relief by taking on some of their tasks."

Paul Madrid CFA®, CFP®, AIFA® | Principal, Wealth Management Practice Leader

Community Involvement

Paul is a lifetime member of Leadership New Mexico and a graduate of the Leadership New Mexico Core Class of 2019. He is also a graduate of the Greater Albuquerque Chamber of Commerce’s Leadership Albuquerque Class of 2016. He has served as Board Chair for UNM's Anderson School of Business Foundation and is a board member for the Greater Albuquerque Chamber of Commerce and the Full Life Foundation.

Connect with Paul