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Paul Farella

MBA, ChFM®, AFA®, CDAA®

Private Wealth Advisor

Get to Know Paul…

Favorite part about working at Moneco:
The opportunity to work and grow with a high integrity group, while providing clients with a vast array of knowledge and resources to help them achieve their dreams.

Favorite thing to do outside of work:
Playing with my kids, going snowboarding, growing berries, DIY projects, hiking in the woods, noodling my ukulele.

Favorites

Vacation Destination: Anywhere with a view. Prefer beaches, but also really like snow too.

TV Show or Movie: The Witcher

Band or Music: Indie folk, indie rock, EDM, Americana, Chopin, I’m a big fan of genre blending and artists who push musical boundaries.

Sports Teams: Patriots, Arsenal FC

Paul joined Moneco Advisors in October 2023, bringing over 14 years of experience in financial services. His passion for systems thinking enables him to decipher complex economic, demographic, and geopolitical data, and translate these insights into strategic wealth management solutions.

Experience:
Prior to Moneco, Paul served as the Managing Director of Willow, where he built deep relationships with clients, crafting resilient, values-aligned portfolios to help them navigate shifting market cycles. His work is centered on helping clients achieve their financial goals while providing peace of mind through a sense of protection and care.

Education & Certifications:
Paul earned a Bachelor of Science in Business Administration with a focus on Economics and Finance from the University of Hartford and an MBA with a focus in sustainability from Antioch University New England. As Private Wealth Advisor at Moneco The Berkshires, Paul holds the Certified Digital Asset Advisor (CDAA®), Chartered Financial Manager (ChFM®), and Accredited Financial Analyst (AFA®) designations.

Personal:
A resident of Dalton, MA, Paul lives with his wife Samantha and their three children. He is also actively involved in his community, serving on the Stakeholder Council for the Global Reporting Initiative (GRI), an international NGO focused on climate disclosures and corporate transparency. Paul is Chairman of the Board for the Love of T Foundation, Inc., a non-profit organization addressing gaps in mental health services, and he serves as an elected member of the Central Berkshire Regional School District (CBRSD) School Committee.

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