Quick Summary of Qualifications

 
CERTIFIED FINANCIAL PLANNER professional
 
MBA, Finance/Accounting concentrations, The Ohio State University
 
Ohio Registered Investment Advisor
 
Adjunct Instructor - The Ohio State University's CFP program (tax planning)
 
25 years experience in corporate finance, and financial services
 
Career Development Director, Central Ohio Financial Planning Association
 
Advisor, The Ohio State University Student Financial Planning Association
 

Member:

- National Association of Personal Financial Advisors (NAPFA)

- Financial Planning Association, Board Member

- The Garrett Planning Network

- 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® mark of distinction in 1997 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 CFP® program and serves as the Faculty Advisor for the Student Financial Planning Association.

In the past, Paul has also taught Investments, Money & Banking, Corporate Finance, and other finance-related courses at Ohio Dominican University and 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 was instrumental in bringing the NAPFA/Kiplinger's Money Bus to Columbus to offer a day of free financial advice to the general public.  He continues to actively participate in the Money Bus and other NAPFA financial literacy public service events.

Paul is very active with Ohio State students, participating as a mentor in two mentorship programs: one program, for CFP students, is sponsored by the Financial Planning Association.  The other program, for MBA students, is sponsored by the Fisher College of Business. 

Paul is also a member of the Garrett Planning Network.  He serves on the Board of the Financial Planning Association, and he is a member of the Worthington Estate Planning Council.

 

Paul and his wife live in Dublin, Ohio.  They have two daughters.

 

Paul Dolce, CFP ®


 

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