Paulo is an environmental attorney turned financial planner. He runs a fee-only practice and gives advice as a fiduciary, so the focus stays on the client, not commissions or product sales.

Mission: Woodmont Financial Partners helps clients with tax-smart financial planning and values-aligned investment guidance. We work with people who want a clear strategy they can actually use, without sales pressure.

Vision: A financial system where people can invest with integrity, support their communities, and protect the environment, while still sticking to the basics: diversification, reasonable costs, and tax efficiency.

In 2017, he played a key role in revamping his employer’s retirement plan to offer lower fees and more appropriate investment options. The changes to the retirement plan provided immediate advantages and underscored the impact of thoughtful, client-focused planning.

This experience, along with years of helping family and friends with financial matters, solidified Paulo’s decision to become a financial planner and found Woodmont Financial Partners. He is committed to tax-efficient estate planning coordination and investment guidance, always prioritizing his clients’ best interests. Drawing on his experience as an attorney, he brings analytical skills and a methodical approach to demystify laws and regulations, empowering clients with knowledge about their financial future.

Paulo is a CERTIFIED FINANCIAL PLANNER® professional, certified by CFP Board, and earned a Bachelor of Business Administration (BBA) in Finance from the University of Texas at Austin, as well as a Juris Doctor (JD) and Master of Public Policy (MPP) from American University. His previous legal experience includes working on financial activities to protect investors, enhance market transparency, and promote fairness within the financial system.

In his free time, Paulo enjoys hiking, biking, playing the piano, baking sourdough bread, and spending time with his family.