VISIONARY. CONNECTOR. CURIOUS. DISCIPLINED READER.

Paul Squarcia has more than three decades of experience in financial services, business development, and wealth management. At Coastal Bridge Advisors, Paul works with clients to develop comprehensive wealth management strategies tailored to their individual goals and circumstances. His areas of focus include retirement planning, estate and legacy planning, tax planning considerations, banking solutions, and evaluating alternative investment opportunities. He also provides strategic leadership for the firm and serves as a member of the firm's Investment Committee.

Before joining Coastal Bridge Advisors, Paul founded One Charles Private Wealth. He also spent 15 years with Merrill Lynch, where he served as Senior Resident Director for the Hyannis, Massachusetts complex, leading a team of financial advisors serving individuals, families, businesses, and charitable organizations. His experience working with business owners has given him a practical understanding of the financial complexities that accompany entrepreneurship, succession planning, and long-term wealth management.

Prior to his career in wealth management, Paul held business development roles with State Street Global Advisors, Merck & Co., and Digitrace Care Services/SleepMed, which helped build a foundation in strategic planning and client relationship management. He currently serves on the Board of Trustees for the Boys & Girls Club of Cape Cod and remains committed to supporting his community.