Paul Pfeiffer, CFP®, MBA NorthPoint Financial Planning, LLC
- 4 W Winter Street, Delaware, Ohio 43015
- (740) 513-7968
- http://www.northpointfinancialplanning.com
About Paul Pfeiffer, CFP®, MBA
My mission is to provide independent and reliable financial planning, coaching and investment advisory services for the purpose of enhancing the financial well-being of clients and their communities.
As Founder and Chief Compliance Officer of NorthPoint Financial Planning my guiding principle is to be the financial advisor that I always wanted to hire before becoming one; that is, one who:
♦ develops a strong relationship and a nuanced understanding of each client’s goals and expectations
♦ does the ‘legwork’ and research before recommendations are made
♦ provides specific recommendations based on experience and thorough analysis
♦ offers full transparency regarding compensation received for services
My areas of expertise include:
♦ Financial Planning
♦ Investment Management
♦ Small Business Retirement Plans
♦ Insurance Analysis
Prior to founding NorthPoint Financial Planning, I 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. My experience includes over 30 years of helping clients to achieve their personal, business or plan sponsor related financial objectives.
I have 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.
I spend my leisure time (when available) on a small farm with my wife and two children and enjoy hiking, socializing and college football!
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Owners
- Couples/Partners
- Gen X
- Retirement Planning
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly fee: $65/mo
- Hourly fee: $100/hr
- AUM: up to 1%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
