Wellesley - Worcester St

JonPaul McBride

CFP®, CPWA®

Wealth Advisor

93 Worcester St
Wellesley, MA 02481

JonPaul McBride

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

JonPaul McBride

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CPWA® – Certified Private Wealth Advisor®

About JonPaul

JP focuses on financial planning for clients from multiple generations. An avid history buff, JP serves as treasurer for Revolution 250, a consortium of nonprofits dedicated to celebrating the 250th anniversary of the American Revolution in Massachusetts. He also serves on the board and investment committee of the Paul Revere Memorial. With an eye toward helping demystify finances for underserved communities, JP also serves on the Financial Planning Association of New England’s Diversity, Equity, and Inclusion Committee and as a member of the associate board of directors for Junior Achievement of Greater Boston.

He lives near Boston with his wife and two children and enjoys hiking, traveling, and cooking.

Education and Professional Milestones

-Yale University - degree in history

-Has held roles with Adviser Investments, North American Management in Boston, and Cumberland Trust in Nashville, TN.