Financial Solutions, LLC
Financial Solutions, LLC
We offer independent, and unbiased advice for individuals and families at all income levels. Our clients prefer to understand and manage thier own finances, instead of turning them over to to be handled by a third party. - Paul Dolce, CFP®, MBA
Fee-Only Financial Advisor located in Upper Arlington, Ohio serving clients locally, and across the country.
Meet Paul Dolce
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 Ohio State'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 the University of Findlay.
Paul is an active member of NAPFA (National Association of Personal Financial Advisors), and he has served on the Board of the Central Ohio Financial Planning Association. He was instrumental in bringing the NAPFA/Kiplinger's Money Bus to Columbus for it's initial visit, and he continues to actively participate in financial literacy and public service events.
Paul Dolce is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Paul Dolce is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Paul Dolce
1794 Harwitch Road
Upper Arlington, OH 43221