Broker Check
Paul T. Caswell, CFP®, ChFC®

Paul T. Caswell, CFP®, ChFC®

Financial Advisor

Though he has worked in the industry for over 15 years, Paul’s client-centered approach remains unchanged. Through all seasons of his career, he has committed his knowledge and experience to helping investors pursue their most cherished financial goals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, he focuses his attention on truly getting to know each client and the goals they value most. By gaining a holistic understanding of his clients’ lives, he can build tailored strategies that take everything into consideration.

In addition to his continued leadership and advocacy, Paul’s clients truly appreciate his accessibility and attention to detail with each aspect of their financial plans. For individuals and business owners of all economics levels, he enjoys helping clients pursue their goals and enhance their financial independence.

Outside of the office, Paul enjoys skiing, backpacking, fly fishing, and adventuring outdoors with his family. He was born and raised in Medford and still enjoys living there with his wife, Courtney, and their three kids. He and Courtney enjoy volunteering at their church and are involved with their children's sports and activities.