Title in the firm
Founder and President of Financial Solutions LLC
Licenses, Certifications and Designations:
Certified Financial Planner™ Practitioner
Ohio Registered Investment Advisor
Biography:
Paul Dolce is the founder and President of Financial Solutions LLC. He is a Certified Financial Planner™ practitioner, and a NAPFA-Registered Financial Advisor. Paul is also a Registered Investment Advisor in the state of Ohio.
Paul brings an exceptional depth of expertise to the financial planning process. He earned his MBA with Finance and Accounting concentrations from The Ohio State University, and has over 25 years of hands-on experience in both corporate finance and in the financial services industry.
Paul earned the CFP® mark of distinction in 1997 after completing coursework offered by the College for Financial Planning in Denver, Colorado. His B.S. degree is from Rochester Institute of Technology (with honors) in Rochester, New York.
Paul teaches classes in The Ohio State University's CFP® program and serves as the Faculty Advisor for the Student Financial Planning Association.
In the past, Paul has also taught Investments, Money & Banking, Corporate Finance, and other finance-related courses at Ohio Dominican University and the University of Findlay.
Paul is an active member of NAPFA (National Association of Personal Financial Advisors), and acts as the Group Leader for NAPFA's Central Ohio Study Group. He was instrumental in bringing the NAPFA/Kiplinger's Money Bus to Columbus for it's initial visit, and continues to actively participate in the Money Bus and other NAPFA financial literacy public service events.
Education:
MBA, Finance/Accounting concentrations, The Ohio State University
Personal Details:
Paul and his wife live in Dublin, Ohio. They have two daughters.
Geographic Area Served:
Columbus, Cincinnati, Dayton, Lima, Zanesville, Mansfield, and other cities surrounding central Ohio
Services:
Fee-Only Planning, Financial Planning, Investment Management, Tax Planning, Retirement Savings, Debt Counseling, Insurance Planning, Estate Planning, College Savings
Firm Overview:
Fee-Only Advisor in Ohio
Financial Solutions LLC (Financial Solutions) is an independent Ohio-registered investment advisory firm providing personal financial planning solutions on a fee-only basis.
Fee-Only Compensation and a Fiduciary Role
Financial Solutions provides financial advice, guidance, and education to clients from all walks of life. The company’s compensation is derived one hundred percent from clients for services rendered to clients.
Financial Solutions does not receive commissions, sell financial products, or charge fees based upon a percentage of clients' assets or net worth. Fees are determined on an hourly, or fixed-fee basis. All fees are fully disclosed before an engagement begins.
Our purely fee-only approach enables us to act in a true fiduciary capacity, providing straight-forward, unbiased advice; putting the best interests of our clients first at all times.
An Independent Practice with Trusted Affiliations
Financial Solutions is entirely independent. The practice is not affiliated with any banks, insurance companies, brokers or other financial institutions.
We are, however, a member of the nation’s two largest, and most trusted fee-only financial planning networks. They are NAPFA (the National Association of Professional Financial Advisors), and the Garrett Planning Network, an international network of fee-only planners specializing in hourly, as-needed advice. These networks serve as a "brain-trust" and provide valuable support when necessary.
An Open-Door Approach to Planning
Financial Solutions requires no income or net worth minimums of its clients. The company’s unique approach to engagements puts financial planning, guidance, and education within the reach of individuals and families of all income levels. Our clients include young families, corporate employees, business owners, professionals, and many others.
Straight-Forward Solutions
Financial Solutions uses a common-sense approach to develop understandable, no-nonsense solutions specifically tailored to each client’s short and long-term financial planning objectives. We believe that financial planning does not have to be rocket science to be effective....in fact, simpler is usually better.