Paul Heslinga, CFP

Paul M. Heslinga is a Managing Director - Investment Officer with the Heslinga Private Wealth Group. He is a CERTIFIED FINANCIAL PLANNER® professional, and a 2025 Platinum Council Advisor1 designation from Wells Fargo Advisors, and has been working in the financial industry since 2014. He spent the first four years of his career in Old Greenwich, CT as a Research Associate with a hedge fund focused on quantitative analysis in public equity, fixed income, and long-term secured loans.

Paul’s unique insights and highly developed technology skills coupled with his institutional finance experience complements and expands our team’s commitment to making informed investment decisions. His efforts are concentrated on new business development, portfolio management, portfolio analysis, and investment planning for affluent individuals, families, and small to mid-sized businesses.

Paul volunteers his time as a board member of several local non-profit organizations. His volunteerism has focused on empowering women, protecting the families of law enforcement officers lost in the line of duty, and a local outdoor sporting association. He serves as a member of the Wells Fargo New England/Upstate NY Advisory Council representing over 430 advisors in the region. Paul lives in Barnstable with his partner Hannah, spending their free time traveling and boating on the water.

Paul holds his FINRA Series 7 and 66 securities registrations. He has both undergraduate and graduate degrees from Worcester Polytechnic Institute with a Major in Robotics Engineering.

CA Insurance License Number: 0M77425. Resident State MA.

_{¹The Platinum Council distinction is held by a select group of Financial Advisors within WFA as measured by one or more of the following:  completion of educational components, business production from the previous year, and professionalism.  Additional consideration may have included best practices and team structure.}