Paul Staib

CFP®, MBA

Staib Financial Planning, LLC

Financial Advisor

Paul Staib

CFP®, MBA

Staib Financial Planning, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Paul Staib, CFP®, MBA

Fee-Only Financial Advisor serving the greater Highlands Ranch | Littleton | Denver | Aurora CO

Paul Staib is a Lone Tree, CO fee-only financial planner. Staib Financial Planning, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Paul Staib is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
At Staib Financial Planning, LLC (SFP), achieving your financial goals is our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college educations, or whatever your specific financial goals.

Our mission is to help our Denver and Littleton area clients achieve their personal financial goals by providing them with objective, personal financial planning, investment management, and wealth management advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP) specializes in providing highly personalized comprehensive financial planning and investment management services to better help you and your family meet your financial goals.

Paul Staib is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
At Staib Financial Planning, LLC (SFP), achieving your financial goals is our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you including financial independence, a secure and comfortable retirement, college educations, or whatever your specific financial goals.

Our mission is to help our Denver and Littleton area clients achieve their personal financial goals by providing them with objective, personal financial planning, investment management, and wealth management advice they can trust for an affordable price. Our team of Certified Financial Planners (CFP) specializes in providing highly personalized comprehensive financial planning and investment management services to better help you and your family meet your financial goals.
  • Financial Planning — Whether your needs span the entire spectrum of financial planning related disciplines or just a few targeted areas, we can provide a customized solution to best meet your unique situation and financial goals.

  • Investment Management — We work closely with you to evaluate your financial situation and define your goals. Then we develop and implement an investment plan to help you reach your goals. Our investment management services include the overall analysis and on-going management of your investment portfolio including stocks, bonds, mutual funds, ETFs, 401ks, IRAs, real estate, and more.

  • Wealth Management — Our Wealth Management services combine our Financial Planning and Investment Management services into a single comprehensive offering, making it an ideal solution for clients looking for a comprehensive, full service solution for their financial needs.

  • Retirement Planning — Whether you are recently entering the workforce, considering transitioning into retirement, or already retired, we can help you prepare for and achieve your retirement goals.

  • College Education Planning — From 529 Plans and Coverdale Accounts to custodial accounts, bonds, and low-cost loans, we can help you develop and implement a strategy to provide the vital higher education that you, your children, or grandchildren will require.

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

  • National Association of Personal Financial Advisors (NAPFA)
    Paul Staib is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Paul Staib is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • Financial Planning Association
    Paul Staib is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Paul Staib

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Office Locations:

  • 9233 Park Meadows Drive
    Lone Tree, CO 80124
  • 4 West Dry Creek Circle
    Littleton, CO 80120
  • 6105 S Main Street
    Aurora, CO 80016
  • 10082 S. Fairgate Way
    Highlands Ranch, CO 80126
  • 7350 East Progress Place
    Greenwood Village, CO 80111

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