Paula Nangle CFP®
Specialties: Executive Women and Executives in Transition
Education:
- BS Rutgers University, New Brunswick
- MS University of Florida, Gainesville
- MBA New York University, New York
- Certificate in Financial Planning, NYU-SCPS
In Financial Services since: 2004
With Marshall since: 2009
Past and present afiliations:
- President, Financial Planning Association (Philadelphia Area Chapter)
- National Association of Personal Financial Advisors—Fee only advisors
- Healthcare Business Women’s Association
- Bucks County Estate Planning Council
Get to know:
As a financial life planning professional, Paula is passionate about helping her clients thrive. She sees her role as coach and advisor to support, motivate and inspire her clients to explore and fulfill their vision of personal success and significance. She uses her talents at exploring and analyzing complex situations to “create comfort and confidence in the financial decisions people make along the journey of life.”
Her own journey has taken Paula from an interest and education in Food and Nutrition to many years as an executive in clinical research and strategic marketing for Baxter Healthcare, Sanofi Winthrop Pharmaceuticals and Nycomed Inc. Her own experiences with work life balance, career transitions, long term planning, blended families and a husband who is a retired executive make her exceptionally valuable to the executives and their families who make up the bulk of her clientele.
Paula holds an MBA in Marketing, Management and International Business from New York University, where she served as adjunct faculty member at the School of Continuing and Professional Studies, teaching financial planning and wealth management.
Certified Financial Planners ™
Executives in Transition
Chief Financial Officer
Support Team
With Marshall since: 1992
With Marshall since: 2000
With Marshall since: 2001
With Marshall since: 2007
With Marshall since: 2004
With Marshall since: 1995
With Marshall since: 2014
Executive Team
Chief Financial Officer