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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.

Education/Designations

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

Personal Interests

Actively giving back to the community is a priority for Paul and his wife. As a testament to that commitment, they have created the Paul & Tanya Bennett Foundation which awards annual grants to a variety of local community organizations, such as Suicide Awareness Voices of Education, Minnesotans’ Military Appreciation Fund and scholarships to existing Finance majors at Minnesota State University at Mankato. Paul’s firm donates 5% of the fee revenue generated by the practice to fund the Foundation.

Paul and Tanya reside in Brooklyn Park, MN, and are raising two sons, Ty and Grant. Paul enjoys staying active by playing sports. He is an assistant coach for soccer and can be found playing pickup basketball at the local health club.

Questions for Paul

What is the single best piece of advice you have ever received about money?
"Your rate of savings is far more important than your rate of return."

What is your favorite book and why?
How to Win Friends and Influence People by Dale Carnegie. I was told to read this book shortly after I started in the industry. I have re-read it a few times since then when I need gentle reminders of being a better listener and friend to others.

Where is the most interesting place you’ve ever traveled?
The ruins of Pompeii (Italy) – my wife and I traveled there in the fall of 2018.