Paul E. Staniszewski
Paul has been involved in the financial services industry since 1992 and has built an extensive career as a regional director, advisory practice consultant, vice president, and financial advisor, serving a range of clients from emerging affluent to high net worth, with a heavy emphasis on financial planning. He has also managed an advanced planning group which served as a support function for independent and wirehouse advisors.
Paul earned a bachelor of science degree in accounting from the University of Dayton (OH) and is a CERTIFIED FINANCIAL PLANNER professional™. He is a member of the Financial Planning Association.
Paul and his wife Janina have two children, Lucas and Ava. He is actively involved in his church.
The ability to work with a wide variety of clients who have differing needs provides me with daily motivation and keeps me professionally challenged to continue to learn.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.