Our Mission is to provide independent and reliable financial planning, coaching and investment advisory services for the purpose of enhancing the financial well-being of our clients.  

Paul J.  Pfeiffer, MBA, CFP®, is Founder and Chief Compliance Officer 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 25 years of helping clients to achieve their personal, business or plan sponsor related financial objectives.

Paul has served as Past President of 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 spends his leisure time on a small farm with his wife and two children. He can be found most evenings and weekends with friends and family enjoying the many amenities about town!

 

Education

University of Dayton - Dayton, OH ♦ Bachelor of Science, Finance - 1989

Drexel University - Philadelphia, PA ♦ Masters of Business Administration, Finance – 1999

 

Licensure & Registrations

Investment Adviser Representative

OH Office Location          NC Office Location 
4 West Winter Street  
    6416 Sable Lane
Delaware, Ohio 43015    Greensboro, NC 27406
740.513.7968            
  336.560.7887

Email a Question             or

NorthPoint Financial Planning, LLC. (“NFP”) is a registered investment adviser offering advisory services in the States of Ohio and North Carolina and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of NFP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

NorthPoint Finanical Planning LLC.                                                 All Rights Reserved                                    https://northpointfinancialplanning.com