Paul Pfeiffer
CFP®, MBA
NorthPoint Financial Planning
Financial Advisor & Chief Compliance Officer
Paul Pfeiffer
CFP®, MBA
NorthPoint Financial Planning
Financial Advisor & Chief Compliance Officer
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Paul Pfeiffer, CFP®, MBA
Fee-Only financial planner located in Delaware, OH, serving clients locally and across the country
Paul Pfeiffer is a Delaware, OH fee-only financial planner. NorthPoint Financial Planning provides comprehensive personal financial planning, tax planning, investment management and professional coaching as well as employer advisory services to help individuals, families and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Paul Pfeiffer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Our Mission is to provide independent and reliable financial planning, coaching and investment advisory services for the purpose of enhancing the financial well-being of our clients.
Paul J. Pfeiffer, MBA, CFP®, is Founder and Chief Compliance Officer of NorthPoint Financial Planning. In building and managing the firm, his guiding principle is to be the financial planner he always wanted to hire before becoming one; that is, one who:
♦ does the 'legwork' and research before recommendations are made
♦ gives clients the straight answers they need to make informed decisions
♦ develops recommendations based on experience and thorough analysis
♦ is fully transparent regarding compensation received for services
Paul is a Certified Financial Planner™. In order to maintain his CFP® certification, Paul is required to complete 30 hours of continuing education every two years.
Prior to founding NorthPoint Financial Planning, Paul enjoyed a successful career serving as director for a diversified financial services enterprise; providing insurance and asset management solutions to financial advisors and their clients. His experience includes over 24 years of helping clients to achieve their personal, business or plan sponsor related financial objectives.
Paul has served as Past President of the Columbus Chapter of the Society for Financial Service Professionals, a multidisciplinary network of professional advisors including those designated as CFP, CPA, JD, CLU and ChFC. The Society's mission is to support the highest standards of ethical and professional achievement and to promote awareness by the general public of the benefits of working with a professionally designated advisor.
Paul spends his leisure time on a small farm with his wife and two children. He can be found most evenings and weekends with friends and family enjoying the many amenities about town!
Education
University of Dayton - Dayton, OH ♦ Bachelor of Science, Finance - 1989
Drexel University - Philadelphia, PA ♦ Masters of Business Administration, Finance – 1999
Licensure & Registrations
Investment Adviser Representative
Paul Pfeiffer 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.
Our Mission is to provide independent and reliable financial planning, coaching and investment advisory services for the purpose of enhancing the financial well-being of our clients.
NorthPoint Financial Planning provides a variety of services to help individuals and families prepare for retirement, education and other financial needs along the way. Let us tailor a solution to fit the unique needs associated with your retirement goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Paul Pfeiffer is a NAPFA-Registered Financial AdvisorThe 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.
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Paul Pfeiffer is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Paul Pfeiffer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Paul Pfeiffer
Office Locations:
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4 West Winter Street
Delaware, OH 43015 -
6416 Sable Lane
Greensboro, NC 27406
