Quick Summary of Qualifications
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.
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
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 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
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
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.
Paul also serves as the Director of Career Development on the Central Ohio Chapter of the Financial Planning Association.
Paul is very active with Ohio State & Franklin University students, participating as a mentor in two mentorship programs: one program is for students in OSU's Certified Financial Planner program. The other program, for MBA students, is sponsored by OSU's Fisher College of Business.
Paul is also a member of the Garrett Planning
Network. and he is a member of the Worthington Estate Planning Council.
Paul and his wife live in
Dublin, Ohio. They have two daughters - one in Ohio, one in New York.