Paul Borges, CFA, CFP®, MSc, Founder and Financial Advisor

Paul is the Founder and Owner of Borges Financial. He started in the financial advisory space back in 2010 and has a passion for helping people optimize their finances and achieve their financial goals.

Paul was born and raised in the Midwest (Milwaukee, WI and St. Louis, MO), but has spent nearly 9 years as an expat studying and working in Scandinavia. He initially moved to Copenhagen, Denmark for business school in 2015 where he met his now wife, Hanna. Paul and Hanna moved to Oslo, Norway in 2020 as Hanna is Norwegian. They now split time between Milwaukee and Oslo throughout the year.

Paul has a range of financial industry experience having worked at Ameriprise Financial in Chicago, IL, Nordea Bank in Copenhagen, Denmark, and Ernst & Young in Oslo, Norway. Roles have ranged from investment management, investment analysis, financial planning, to consulting. In addition to providing fee-only financial planning to individuals and families, Paul utilizes his investment background and expertise providing investment consulting services to other financial advisors in developing their own investment offerings and strategies.

Paul has a graduate degree in management from Copenhagen Business School and an undergraduate degree in economics from the University of Wisconsin-Madison. Additionally, Paul continuously strives to further develop his skillsets and has earned both his CFA Charter and CFP® certification.

In his free time, Paul loves traveling and trying new restaurants with his wife Hanna.

More about Paul:

Favorite Vacation Spot: San Sebastian, Spain in Basque country. This recently took the top spot for me. Hanna and I took our honeymoon here and it is a foodie’s dream. Unbelievable beaches and charming streets with pintxos on every corner!

Favorite Sports Team: The Green Bay Packers. I’m a life long Packer fan and am stoked for the Jordan Love era we’re entering.

Best Meal Ever Had: Restaurante Ikaro in Logroño, Spain in the middle of Rioja wine country. Unbelievably delicious and also unbelievable value.

Favorite Movie: The Shawshank Redemption. I love a good redemption story with a positive ending.

Hobbies: Staying active, cycling, good food, good wine, and reluctantly taking long hikes with my wife in Norway (not a big fan of the heights!)