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Our financial advice team


Paul Fragala Ameriprise Financial Advisor

Paul Fragala

CFP®, CIMA®

Private Wealth Advisor

Chief Executive Officer of
SteeringStar Wealth
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 19 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investments
  • Saving for Education

Interests

Good things seem to come in pairs for me. And one without the other does not seem complete.

My daughter Sofia and I. People and Relationships. Home in North Andover and Vacations in Sarasota. Art and Music. Food and Conversation. Mind and Body.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2017
  • Ameriprise Circle of Success, 2008 - 2010, 2012 - 2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CIMA® Certified Investment Management Analyst®
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