About Paul Borges, CFP®, CFA, MSC
Paul is the Founder of Borges Financial, an independent fee-only comprehensive financial planning and investment management firm. Borges Financial specializes in serving Norwegian/American expatriates and offering clients sustainable investment solutions that align with their personal values.
Paul is a US citizen born and raised in the Midwest, but has spent the past 5 years as an expat studying and working in Scandinavia, initially in Copenhagen, Denmark and most recently in Oslo, Norway. This experience abroad has given him firsthand experience around the complexities expats face in getting their financial lives in order and saving for their goals in a cross-border environment.
He has a range of financial industry experience having worked at Ameriprise Financial in Chicago, IL, Nordea Bank in Copenhagen, Denmark, and Ernst & Young in Oslo, Norway. Roles have ranged from financial planning, investment management, ESG analysis, to consulting.
Paul has a Graduate degree in Management from Copenhagen Business School and an Undergraduate degree in Economics from the University of Wisconsin-Madison. Additionally, Paul continuously strives to further develop his skillsets and has earned both his CFA Charter and CFP® certification.