Paul Schaffer, Senior Vice President Financial Advisor at CAPTRUST

Paul Schaffer

Senior Vice President Financial Advisor at CAPTRUST | Doylestown, Pennsylvania, United States

Profile last verified June 2026
Financial Services Verified Profile Doylestown, Pennsylvania, United States
Verified

Work Email

***@captrustadvisors.com

Last verified July 2026

Personal Email

***@verizon.net

Personal • High Confidence

Phone Number

215*****

United States • Mobile

Free account · No credit card · 5 profiles/month

Paul Schaffer Socials
Paul Schaffer Work Experience

Senior Vice President Financial Advisor at CAPTRUST in January 2007 - Present

Director, Advisory Services at Plan Advisory Services in April 1999 - December 2006

President at Schaffer Financial Concepts in March 1984 - March 1999

Paul Schaffer Skills
401(k) Analytical Skills 401k Investment Policy Oversight Fiduciary Process Management Investments Retirement Employee Benefits Mutual Funds Financial Advisory Retirement Planning Financial Services Pensions Analysis Strategic Financial Planning Plan Design Benefits Financial Planning Investment Advisory Due Diligence Asset Allocation Series 63 Wealth Management Series 7 Public Speaking Leadership Defined Benefit Retirement Plan Consulting Defined Contribution ERISA Plan Design Analysis Compliance FIDUCIARY ADVISORY SERVICES Fiduciary Compliance
About Paul Schaffer’s Current Company
Paul Schaffer’s Colleagues
Sanford Cockrell

Sanford Cockrell

United States

Board Member

Board Member at CAPTRUST Big Four and Consulting Advisory Council
(June 2023 – Present)

Joseph Collins

Joseph Collins

Minneapolis, Minnesota, United States

Senior Investment Analyst at CAPTRUST

Sr. Equity Research Analyst (Media, Comm. Services, Consumer Staples) at CAPTRUST
(Dec 2025 – Present)

Karen Casillas

Karen Casillas

Los Angeles Metropolitan Area

Fiduciary Investment Advisor for Retirement Plans, Endowments, and Foundations

Vice President, Financial Advisor at CAPTRUST
(Jan 2012 – Present)

Dasha S

Dasha S

New York, New York, United States

Sports & Entertainment Executive | Attorney | Board Director

Board Member at PENDULUM®
(Jan 2021 – Present)

Jimmy Suppelsa

Jimmy Suppelsa

Boston, Massachusetts, United States

Financial Advisor

My mission is to enrich the lives of my clients, colleagues, and community through sound financial advice, integrity, and a commitment to service beyond expectation.

Veronica Karas

Veronica Karas

Port Washington, New York, United States

Principal & CFP® | Helping Women & Families Build Simple, Ethical Plans that Create Generational Impact

Principal | Financial Advisor & FA Team Manager at CAPTRUST
(Dec 2023 – Present)

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Frequently asked questions about Paul Schaffer

What is Paul Schaffer email address?

Email Paul Schaffer at [email protected] and [email protected]. This email is the most updated Paul Schaffer email found in 2026.

What is Paul Schaffer phone number?

Paul Schaffer phone number is +18566786775.

How to contact Paul Schaffer?

To contact Paul Schaffer send an email to [email protected] or [email protected]. If you want to call Paul Schaffer try calling on +18566786775.

What is Paul Schaffer net worth?

Paul Schaffer has an estimated net worth of $2,500 to $24,999

What company does Paul Schaffer work for?

Paul Schaffer works for CAPTRUST.

What is Paul Schaffer's role at CAPTRUST?

Paul Schaffer is Senior Vice President Financial Advisor

What industry does Paul Schaffer work in?

Paul Schaffer works in the Financial Services industry.

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