Paul Burgholzer
Client Service Associate
Paul is a Client Service Associate in the Beacon Pointe Waltham, MA office. Paul’s background spans technical support, operations, and client services, bringing a diverse skill set and collaborative approach to the team. Prior to joining Beacon Pointe through the acquisition of Sensible Financial Planning in 2025, Paul worked in technical support for a government contractor in Washington, D.C., and later returned to Boston, where he served as an office manager. He also gained industry experience at Fidelity Investments as a customer advocate and business analyst, where he developed a strong interest in financial services and operations within a client-focused environment. Paul holds a bachelor’s degree in sociology from Catholic University in Washington, D.C. He resides in Boston, where he enjoys running, playing hockey in a pick-up league, and spending time with friends and family.
