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Paul Lipcius, CPA

Senior CFO Advisor
  • Name: Paul Lipcius
  • Education & Experience: Bachelor's of Accounting from University of Connecticut, CPA, Series 65 License (Investment Advisor Representative). Previously worked at PwC performing audits of financial statements and internal controls & at RSM-McGladrey performing buyer due diligence in the mid-market acquisition space.
  • What I Do At PracticeCFO: CFO Advisor & Partner. I serve as the direct point of contact for our clients to ensure their holistic financial plan is customized and carried out according to their needs. In addition to client service I am a member of the firm's board and investment committee where I collaborate with leadership to carry out the firm's strategic objectives to improve client & staff success.
  • Hobbies: Guitar, football, basketball, skiing, mountain biking, camping, hiking & pretty much anything else outside
  • An Interesting Fact About Me: I'm a Rams & Celtics fan but can't stand the Lakers & Patriots
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