Removing Uncertainty From Your Financial Future

We’re on a mission to provide the financial tools needed to flourish through each stage of business ownership.

Our Expertise

Our team of financial experts has a vast array of experience and knowledge in financial planning. With decades of experience in the financial industry and a deep understanding of the latest market trends, laws, and guidelines, we are equipped to navigate our clients through any financial challenge.

Whether you are looking for tax strategies, retirement planning, or wealth management, our team has the ability to provide custom solutions that best suit your needs. Our commitment to understanding each of our clients’ financial goals and objectives has given us a long track record of success. By partnering with us, you can be assured that you’re receiving the highest level of expertise and support available in the industry.

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Years of Experience

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Year Long Relationships

Our Story

It all started 38 years ago when our founder, Gilberto Padua, began experiencing the complexities of business ownership. From navigating various tax laws to planning for retirement, he acquired a personal understanding of the unique struggles entrepreneurs face because he was tackling them firsthand.

Driven by a desire to prevent other business owners from encountering similar challenges, Gilberto established Padua Financial. A company with a vision to provide more than just financial services, but a trusted partnership that understands the entrepreneurial journey intimately. 

At Padua Financial, we’re more than just number crunchers. We’re a family-owned business built on the belief that financial security shouldn’t be a luxury for those who dare to dream big. That’s why we’re passionate about guiding you towards financial freedom, so you can focus on what matters most – growing your business and enjoying life

Our Values

We understand the weight of your goal to secure a better future and commit to guiding you with the integrity and attentiveness you deserve.

Client-Focused Approach

We prioritize your aspirations, creating custom strategies aligned with your needs.

Accessible Communication

Seamless modern contact channels ensure open dialogue and prompt resolutions.

No-Pressure Environment

We empower you with knowledge without pushing you into products for sales quotas.

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Transparency

No hidden fees or clauses. Just full disclosure of service details followed by honest advice.

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Satisfaction

We cut the nonsense with clear, realistic expectations and consistently deliver on them.

Our Leadership

Meet the team dedicated to providing a supportive environment for you to make informed financial decisions.

Gilberto Padua

Founder & CFO

Fran Padua

President & CEO

Nicholas Padua

Board Member & CSO

Licensed & Certified

$1M Audit Protection

Se Habla Español

A Family-owned business For those who dare to dream big

We’re passionate about guiding you towards financial freedom, so you can focus on what matters most – growing your business while enjoying your life.

Our Clients
"I trust no one else. Incredibly knowledgeable on my business taxes and some profits from my company went into financial vehicles for my kids! The tax savings and unique strategies that compliment my company are worth twice what I paid!"
"PFS puts a lot of time into making sure you get the maximum return available. He [Gilberto Padua] is easy to reach with questions not just during the tax season, but all year long. Wonderful customer service."
"It was difficult to pick only 3 attributes that describe Gilberto. He exhibits all of the above. He is extremely professional, thorough and very personable. My husband and I have always been very pleased with all the work, effort, and time he has spent on us!"

How To Get Started

1. Schedule Call

Schedule a free, no obligation call at your earliest convenience.

2. Meet Us

We'll introduce ourselves then discuss your needs and goals.

3. Follow Up

We will follow up with your personalized proposal of services.