https://www.northpointfinancialplanning.com/client-connect About | NorthPoint Financial
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About

Having held leadership positions with industry leaders Nationwide Financial, Answer Financial, and MetLife, Paul founded NorthPoint Financial Planning with a mission to provide independant, trustworthy and consistent financial advice, on a personal level.

 

With over 25 years of helping clients achieve financial success, exceptional client experiences have remained at the heart of each of our relationships,  Every human relationship is special, and Paul understands his unique role as trusted advisor in the financial lives of clients and their families. 

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Education

Certified Financial Planner Board of Standards.  Certified Financial Planner™

CFA® Program participant, CFA Institute. Completed Levels I and II

University of Dayton. Bachelor of Science, Finance

Drexel University. Masters of Business Administration, Finance

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Paul Pfeiffer

President and Founder

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NorthPoint Financial Planning, LLC. (“NFP”) is a registered investment adviser offering advisory services in the States of Ohio and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of NFP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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NorthPoint Finanical Planning LLC.                                                 All Rights Reserved                                    https://northpointfinancialplanning.com

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