Paul O'Rourke

A Client Service Assistant at Haber Wealth Management with over 11 years of experience in financial services. He works closely with clients and advisors to provide accurate, timely support, helping ensure a smooth and confident planning experience.

With a background that includes roles at Fidelity Investments, TD Ameritrade, Wells Fargo, and Pershing, Paul brings strong industry knowledge and a practical, client-first approach. He specializes in account management, asset movement, and client service, and is known for building steady, trusted relationships.

Originally from Yorktown Heights, New York, Paul now lives in Burleson, Texas. Outside of work, he enjoys practicing and teaching martial arts, watching basketball, and trying out new recipes.