Having held leadership positions with industry leaders Nationwide Financial, Answer Financial, and MetLife, Paul founded NorthPoint Financial Planning with a mission to provide independant, trustworthy and consistent financial advice, on a personal level.

 

With over 25 years of helping clients achieve financial success, exceptional client experiences have remained at the heart of each of our relationships,  Every human relationship is special, and Paul understands his unique role as trusted advisor in the financial lives of clients and their families. 

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Education

Certified Financial Planner Board of Standards.  Certified Financial Planner™

CFA® Program participant, CFA Institute. Completed Levels I and II

University of Dayton. Bachelor of Science, Finance

Drexel University. Masters of Business Administration, Finance