Paul Stadfeld  CFP®, ChFC, CLU, RICP in

Paul Stadfeld CFP®, ChFC, CLU, RICP

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Wealth Management Advisor and Partner at Convergence Capital
📍 United States

Paul Stadfeld is a Wealth Management Advisor and partner at Convergence Capital, affiliated with Northwestern Mutual for over 13 years. He holds CFP®, CLU®, and ChFC® designations, specializing in crafting personalized financial solutions in investment management, retirement planning, and insurance for his clients.

Outside of work, Paul resides in Needham, Massachusetts, with his wife and two daughters. He is an active community member, volunteering with local charities and participating in the Needham Business Association. He enjoys spending his free time traveling with his family and playing golf.

He is a three-time recipient of the Northwestern Mutual Master Achievement Award, an honor given to only about 10 of the 7, 000 advisors in the US.

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Experience
15 Years
Current Role
Wealth Management Advisor and Partner
Location
United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Paul cares about

Comprehensive Financial Planning
His practice is centered on providing personalized financial planning and advisory services to help clients achieve a more secure future.
Wealth Protection & Growth
He focuses on helping clients both protect and grow their wealth, utilizing strategies that include investment management and various insurance products.
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Career

Work history

6-2024
Wealth Management Advisor and Partner
Convergence Capital
2-2010
Wealth Management Advisor: CFP®, CLU®, CLTC, Series 7, 65, 6, 63
Northwestern Mutual
In the press

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Education
1998 - 2002
Education details unavailable
Emory University
Education details unavailable
Needham High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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