Paula Nangle
CFP®
Marshall Financial Group
President & Senior Wealth Advisor
Paula Nangle
CFP®
Marshall Financial Group
President & Senior Wealth Advisor
As one of my mentors advised, everyone needs someone to talk to about life and money. I like to give people a space to talk about what they value and what they want to accomplish in life. - Paula Nangle, CFP®
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
Paula Nangle is a Doylestown, PA fee-only financial planner. Marshall Financial Group provides holistic wealth management to help busy professionals, thriving entrepreneurs, and multigenerational families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Paula Nangle is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Paula’s Role at Marshall Financial
As President of the firm since November of 2016, Paula Nangle is laser-focused on instilling the values that have guided Marshall Financial for 40+ years. “Running the firm is truly a team approach, with everyone in our management group working together seamlessly and in the same direction,” she says.
That allows Paula to spend most of her time doing what she loves best: Working with clients as a Senior Wealth Advisor. In fact, the opportunity to build close, impactful relationships played a big role in her transition from a pharmaceutical career to financial planning.
“My corporate experience helps me relate well to clients in executive positions, but it’s the collective life experiences of our entire team that clients value most,” she says. Paula also brings the expertise she gained teaching financial planning and wealth management as an adjunct professor at the New York University School of Continuing and Professional Studies.
Get to Know Paula
Paula loves helping clients through whatever life sends their way. “Life is dynamic, and the journey involves many transitions—some welcome, some not,” she says. “I help people prepare, so when change happens, they find it easier.” Working with some of the same families for many years, guiding them through the inevitable twists and turns, is one of her greatest rewards. “It’s fulfilling to know you’ve made a positive impact on people’s lives,” she says.
Paula describes herself as a life-long learner and also likes to stay active, whether it’s skiing, scuba diving, mountain biking, or her yoga practice. “It’s all challenging and restorative, and ties into my philosophy of practicing gratitude,” she says. A registered Yoga Alliance teacher, she’d love to teach yoga in the future. For now, downtime means sharing simple pleasures with her family: cooking, playing games, and just being together.
Experience
With Marshall Financial since 2009
In financial services since 2004
Affiliations – Past & Present
- Financial Planning Association
- National Association of Personal Financial Advisors—Fee Only Advisors
- Financial Planning Association, Philadelphia Area Chapter, Past President
- Bucks County Estate Planning Council
Education
BS, Rutgers University
MS, University of Florida
MBA, New York University
Certificate in Financial Planning, NYU-SCPS
Paula Nangle is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Marshall Financial Group helps clients achieve financial wellbeing, so they can live their happiest, healthiest, & most productive lives. We provide a welcoming, non-judgmental environment & a full service offering for clients from our Doylestown office.
We believe that having a sound financial position opens the door to a happier, healthier life. That’s why we see our job as total wealth management. We take time to get to know what wealth means to you – more time to spend with the kids, going on adventures, turning your hobby into a business, or maybe living a more purposeful life. Then we help you get there all while you enjoy the peace of mind that your money is working for you.
Welcoming Environment
We understand that figuring out what to do with your money can be intimidating, so we do everything in our power to create a truly welcoming environment where you can ask questions, share your passions and review options together, regardless of your financial knowledge.
Fiduciary Fee-Only
As your fiduciary, it’s our duty to do what is in your best interest. We don’t make commissions, so we aren’t incentivized to suggest solutions that aren’t in your best interest. We are paid directly by you for the work we do, which isn’t true of many financial advisory firms.
Total Wealth Management
We see our job as much more than managing money – it is total wealth management. We advise and manage your entire financial picture so you can be confident that you are saving enough to buy that dream home, without jeopardizing your future aspirations.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Paula Nangle is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Paula Nangle is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Paula Nangle is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Paula Nangle is a Member of the Bucks County Estate Planning Council
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Paula Nangle is Past President of the Financial Planning Association of the Philadelphia Tri-State Area
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Paula Nangle is Featured on CBS Philly: "Bucks Co. Financial Expert Worries About New Student Loan Rules"
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Paula Nangle is quoted in the New York Times: " Coping When Not Entering Retirement Together"
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"Expert Tips for Running Better, Avoiding Injury, & Enjoying Training - A Webinar" Moderated by Paula Nangle CFP®
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Paula Nangle is Quoted on CNBC: "4 risks to helping your adult child financially"
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Paula Nangle is Quoted in MarketWatch: "11 financial things to do before the year ends"
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Paula Nangle is Quoted on BankRate.com: "Factor your job into investment planning"
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Paula Nangle is Quoted on Advisor Products
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Paula Nangle is Quoted in the Greeley Tribune: "Give a gift that keeps on giving this season"
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Paula Nangle is Quoted on CNN Money: "Don't get trapped in an ARM"
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Paula Nangle is Quoted on FinancialAdvisorIQ: "Concierge Services Aren’t Just for Family Offices"
Contact Paula Nangle
Office Locations:
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33 West Court Street
Doylestown, PA 18901
