Paul E. Singer, RFC®, BFA™

Paul E. Singer, RFC®, BFA

Managing Partner

Paul started in the financial services profession with Waddell & Reed in 2000 in Mankato, Minnesota, entered management in 2002 and moved to Grand Rapids, Michigan in late 2004. In 2012, Paul returned full time to the financial advisor role, with a focus on behavioral investment counseling and the history of the capital markets. Soon after that, Paul consolidated his practice with his wife Peg, who had been with Waddell & Reed since 1999. In 2017, both Paul and Peg co-founded Connect Financial, and in 2020 Waddell & Reed was acquired by LPL, who is the largest supporter of independent financial advisors in the United States. As of this writing in February of 2024, Connect Financial has office locations in Grand Rapids and Cadillac, Michigan. The team consists of three full time advisors, one licensed advisor support specialist, and two non-licensed office managers / advisor assistants.

Along the way, Paul received his RFC® designation, and in 2019 he received the BFA™ (Behavioral Financial Advisor) designation. This provides a greater understanding of the role that emotions play in the decision-making process. As a BFA™, Paul agrees that traditional financial models can be deeply flawed because many assume that individuals always make purely rational financial decisions based on logic and with no emotion involved. This is rarely the case. The belief of a BFA™ is that a blend of traditional finance and behavioral finance may help an individual make more informed money decisions throughout their entire investing lifetime. Paul believes this only comes from an informed respect of multi-decade market and economic history.

Paul enjoys reading, camping, exploring the outdoors, bicycles, and brisket. Paul and Peg have been married since 2011 and he has one son, Joshua, who was born in 2002.