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Paul M. Bennett, CFP®

SR. FINANCIAL PLANNER

"I want people to succeed at life and that includes guiding them to achieve sound money management. I enjoy helping individuals and businesses make beneficial decisions in regards to money and investment management. Long range planning is one of my professional passions and moving people from the thought of retirement to the reality of retirement is something I enjoy assisting our clients with.” 

— PAUL


Paul has more than 20 years of experience advising business owners and affluent individuals about their finances. Paul has achieved the CERTIFIED FINANCIAL PLANNER™ designation. Being a CFP® professional enables him to help clients focus on what is important to them. He has also earned the Chartered Retirement Plan Counselor (CRPC®) designation, which demonstrates his expertise in the area of retirement financial planning for individuals.


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Education/Designations

  • BS in Finance from Minnesota State University, Mankato
  • CERTIFIED FINANCIAL PLANNER™
  • CRPC® (Chartered Retirement Plan Counselor)
  • CKA® (Certified Kingdom Advisor®)
  • FINRA BrokerCheck


Certified Financial Planer Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, and CFP® in the U.S.