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Quick Summary of Qualifications
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Certified Financial Planner™ practitioner |
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MBA, Finance/Accounting concentrations, The Ohio State University |
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Ohio Registered Investment Advisor |
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CFP® Instructor, The Ohio State University |
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25 years experience corporate finance and financial services |
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Member:
- National Association of Personal Financial Advisors (NAPFA)
- Financial Planning Association
- 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 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. |
