Paul Michael Kittredge

Employer firm

Shp Wealth Management, LLC CRD 174697

$1.92B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → 06/2019
  Coastal Nissan
  Norwell, MA
• 07/2019 → 05/2021
  Coastal Dealerships
  Cohasset, MA
• 06/2021 → 06/2024
  Shp Financial, Llc
  Plymouth, MA
• 07/2024 → 03/2025
  Shp Financial, Llc
  Plymouth, MA
• 03/2025 → Present
  Shp Wealth Management, Llc
  Plymouth, MA
• 09/2017 → 05/2022
  Boston College
  Carver, MA
• 09/2013 → 06/2017
  High School
  Carver, MA
• 10/2025 → Present
  Shp Financial, Llc
  Plymouth, MA

Other Businesses

SHP Financial - Insurance Agent; Investment Related; 225 Water St. C210 Plymouth MA 02360; Responsibilities: insurance sales - annuity and life insurance ; 2025-10-21; 5 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-14