Company Information
Our Mission is to provide independent and reliable financial planning, advice, coaching and management for the purpose of enhancing the financial well-being of our clients. 
Our Philosphy is to endeavor to build lasting relationships based on mutual trust and integrity and to maintain an active, positive role in our community.
Founder and Principal
Paul J. Pfeiffer, MBA, CFP®, is founder and principal of NorthPoint Financial Planning. In building and managing the firm, his guiding principle is to be the financial planner he always wanted to hire before becoming one; that is, one who:
♦ does the 'legwork' and research before recommendations are made
♦ gives clients the straight answers they need to make informed decisions
♦ develops recommendations based on experience and thorough analysis
♦ is fully transparent regarding compensation received for services
Paul is a Certified Financial Planner™. In order to maintain his CFP® certification, Paul is required to complete 30 hours of continuing education every two years.
Prior to founding NorthPoint Financial Planning, Paul enjoyed a successful career serving as director for a diversified financial services enterprise; providing insurance and asset management solutions to financial advisors and their clients. His experience includes over 18 years of helping clients to achieve their personal, business or plan sponsor related financial objectives.
Paul volunteers his time to the Columbus Chapter of the Society for Financial Service Professionals, a multidisciplinary network of professional advisors including those designated as CFP, CPA, JD, CLU and ChFC. The Society's mission is to support the highest standards of ethical and professional achievement and to promote awareness by the general public of the benefits of working with a professionally designated advisor. Paul is also active in several church and civic organizations in and around Delaware County.
Paul spends his leisure time on a small farm in Ostrander, OH with his wife and two children. He can be found most evenings and weekends at Mingo Park cheering for the local sports teams.
Education
University of Dayton - Dayton, OH ♦ Bachelor of Science, Finance - 1989
Drexel University - Philadelphia, PA ♦ Masters of Business Administration, Finance – 1999
Licensure & Registrations
SERIES 7, 26, 63, 65
State of Ohio – LIFE, HEALTH and ANNUITY
Earned Designations
Chartered Financial Consultant (CHFC)
Chartered Life Underwriter (CLU)
Certified Financial Planner™ (CFP®)
Registered Corporate Coach (RCC)
|
