|
Quick Summary of Qualifications
| |
|
CERTIFIED FINANCIAL PLANNER™ professional |
| |
|
MBA, The Ohio State University, Finance/Accounting concentrations |
| |
|
Ohio Registered Investment Advisor |
| |
|
Formerly Adjunct Instructor - The Ohio State University's CFP program (Tax Planning) |
| |
|
25 years experience in corporate finance, and financial services |
| |
|
Past Director, Career Development, Central Ohio Financial Planning Association |
| |
|
Faculty Advisor, The Ohio State University Student Financial Planning Association |
Details
Paul Dolce is the founder and
President of Financial Solutions LLC. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and a NAPFA-Registered Financial Advisor. Paul is
also a Registered Investment Advisor in the state of Ohio.
Paul
brings an exceptional depth of expertise to the financial planning
process. He earned his MBA with Finance and Accounting concentrations
from The Ohio State University, and has over 25 years of hands-on
experience in both corporate finance and in the financial services
industry.
Paul
earned the CFP® marks of distinction after completing coursework
offered by the College for Financial Planning in Denver, Colorado. His
B.S. degree is from Rochester Institute of Technology (with honors) in
Rochester, New York.
Paul taught tax planning classes for eight years
in The Ohio State University's Board-Registered CFP® program and served as the Faculty Advisor for OSU's Student Financial Planning Association.
Paul has also taught Investments, Money & Banking, Corporate Finance, and other finance-related courses as an adjunct instructor at Ohio Dominican University, and at the University of Findlay.
The Columbus Dispatch
featured Paul and Financial Solutions LLC
in an article on how to choose the right financial planner. You can read the article by following this link: Columbus Dispatch Article.
Paul is also a contributing author
of the book Investing in an Uncertain Economy for Dummies
by Sheryl
Garrett and other members of the Garrett Planning Network. He has been featured in a Ladies Home Journal financial makeover article, and is quoted frequently in articles and publications focusing on financial and retirement
planning.
Until recently, Paul served as the Group Leader for the National Association of Personal Financial Advisors' Central Ohio Study Group. He has also served multiple terms on the Board of the Financial Planning Association's Central Ohio Chapter.
Paul has been very active with Ohio State & Franklin University students, participating as a mentor in four mentorship programs. One program is for students in OSU's Certified Financial Planner program. The other three programs are for OSU's Fisher MBA students, Fisher undergrads, and for young alumni who have graduated and are now in the workforce.
Paul and his wife live in
Columbus, Ohio. They have two daughters - one in Ohio, one in New York. |
