Quick Summary of Qualifications

 
CERTIFIED FINANCIAL PLANNER professional
 
MBA, The Ohio State University, Finance/Accounting concentrations
 
Ohio Registered Investment Advisor
 
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
 

Member:

- National Association of Personal Financial Advisors (NAPFA)

- Financial Planning Association, Past Board Member

- Worthington Estate Planning Council

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 teaches tax planning classes in The Ohio State University's Board-Registered CFP® program and serves as the Faculty Advisor for OSU's Student Financial Planning Association.

In the past, 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.

Paul is an active member of NAPFA (National Association of Personal Financial Advisors), and acts as the Group Leader for NAPFA's Central Ohio Study Group.  He has also served multiple terms on the Board of the Financial Planning Association's Central Ohio Chapter. 

Paul is very active with Ohio State & Franklin University students, participating as a mentor in three mentorship programs.  One program is for students in OSU's Certified Financial Planner program.  The other two programs are for OSU's Fisher MBA students, and for young alumni who are currently in the workforce.

Paul is also a member the Worthington Estate Planning Council.

 

Paul and his wife live in Columbus, Ohio.  They have two daughters - one in Ohio, one in New York.

 

Paul Dolce, CFP ®


 

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