Paul Bracaglia, AIF®

Paul Bracaglia, AIF®

Paul Bracaglia is a Senior Managing Director at Clearstead and serves as the Philadelphia Office Leader, where he provides consulting services to corporate retirement plans and advisory services to high-net-worth individuals and families. He has been working in the financial services industry since 1995 and joined Clearstead in 2026.

Paul brings expertise in wealth management, investment strategy, estate planning, retirement planning, tax planning, fiduciary advisory services, education funding, insurance planning and compliance oversight. Before joining Clearstead, he was a Senior Partner at myCIO Wealth Partners LLC from 2007 to 2026. Prior to that, Paul was a Partner at PricewaterhouseCoopers, where he jointly oversaw the firm’s Investment Advisory Services practice, served as the practice’s Chief Compliance Officer, and was the firm’s national leader for investment advisory services to retirement plans. Throughout Paul’s career, he has advised high net worth individuals, families, and institutional retirement plan sponsors on complex financial matters, bringing extensive experience in both wealth management and retirement planning.

Paul obtained his Bachelor of Science in Accounting, with a minor in Business Administration, from the University of Delaware and his Master of Business Administration in Finance from the University of Delaware. He holds the Accredited Investment Fiduciary® (AIF®) designation. Paul currently serves on the Personal Financial Planning Advisory Board at the University of Delaware and is actively involved in supporting the advancement of financial planning education and professional development.​‌‌