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Advisors / California / Carnelian Bay
39yrs

Paul Boyd

Full name on record: Paul James Boyd

Financial advisor at Clearpath Capital Partners

Paul Boyd is a fiduciary financial advisor in Carnelian Bay, California, with 39 years in the industry. Paul joined Clearpath Capital Partners in 2026, a firm offering financial planning, investment management, and private fund management. Clearpath Capital Partners reports being paid through a percentage of assets, hourly fees, and flat fees.

Carnelian Bay, CATop 4% by experience in CaliforniaFiduciary advisor
Call Clearpath Capital PartnersDirections

At a glance

Experience39 years (since 1988)
How that compares ?Top 4% by experience in California
OfficeCarnelian Bay, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.71 million
Advisors at the firm3
States licensed ?1 state

Services through Clearpath Capital Partners

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Jan 2026 – now

Contact Paul

(415) 682-6900Firm headquarters in Menlo Park, CA. Ask for Paul. Carnelian Bay, CAOffice · Get directions LinkedIn pageClearpath Capital Partners

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Questions to ask Paul

Tailored to Paul’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Paul

How do I contact Paul?

Call Clearpath Capital Partners at (415) 682-6900 and ask for Paul Boyd. Paul works from the Carnelian Bay, CA office.

How long has Paul been a financial advisor?

Paul has been in the industry since 1988, about 39 years. Top 4% by experience in California.

What licenses does Paul hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Paul a fiduciary?

Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Paul paid?

Clearpath Capital Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Paul for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.