Paul Fegan is a managing partner and co-founder of Navis Wealth Management. Paul heads up the firm’s cross-border planning initiative and helps run day-to-day operations while also serving select clients.
Having worked in wealth management since 1996, Paul’s experience has provided him with broad knowledge and the insight to address complex situations. He is particularly attuned to the needs and priorities of clients who have intersecting personal and professional finances: entrepreneurs, business owners, executives, and their family members. Paul has advised a number of clients with international business interests, sensitive to the unique tax, legal, and currency considerations they encounter. Throughout each relationship, he orchestrates sound communication and precise implementation across multiple disciplines, working in concert with a client’s tax and legal advisors, as appropriate.
Prior to founding Navis, Paul was a financial advisor with Merrill Lynch Wealth Management in New York where he worked with individuals and families worldwide, helping them craft integrated initiatives to organize, grow, and transfer their wealth effectively. He previously served as a managing director of a NY-based multi-family office.
Paul holds a bachelor’s degree from Marist College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Paul lives in Westchester, New York, with his wife Cindy and their two children. In his free time, Paul enjoys running, cycling, cooking, and playing golf.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.