Paul Guerra, AIF^®, CFS^®, CTFA^®

Background and experience

For nearly three decades Paul has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs, goals, and tolerance for risk. With extensive experience throughout major shifts in the markets, Paul has dedicated his career to delivering the professional and personalized services necessary to successfully navigate the uncertainty of today's financial markets.

Paul began his career in the financial services industry after serving as a US Army Special Forces (Green Beret) Detachment Commander. He has worked for various firms at various levels of responsibilities. In 2002, he founded Brookshire Wealth Management based upon the belief that high quality, professional services could best be provided by a professional, independent advisory firm.

A graduate of the United States Military Academy at West Point, Paul has continued his educational pursuits, earning an MBA from Liberty University.  He is currently completing his doctoral studies in the field of behavioral finance.  A native of Canton, Ohio, Paul returned to his hometown in 1991, where he eventually established Brookshire Wealth Management.

Away from the office

Paul has a passion for music and sports. He has recorded and released three CDs and, in his younger years, toured regionally and nationally. Today, he and his wife Robin spend the majority of their free time volunteering for various philanthropic and faith-based service organizations, playing golf, and renewing their passion for horses. Paul is also very involved in the development of various programs designed to support and assist military veterans in their transition to civilian life.