Paul E. Staniszewski
CFP®
Financial Advisor
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.
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Education &
Affiliations &
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.
Education &
Designations
- University of Dayton (OH)
Bachelor of Science in Accounting - CERTIFIED FINANCIAL PLANNER professional™
Affiliations &
Community Service
- Financial Planning Association – member
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.