As the Managing Director of Kensington Wealth Partners, Ltd., Paul provides leadership to your team of professionals including counseling and implementation strategies for wealth preservation and transfer. Clients include successful individuals, professionals, business owners and executives of private and public enterprises. We accomplish our clients' objectives through financial, estate and investment planning as well as tax reduction and charitable giving strategies.
Paul has been listed in WORTH Magazine1 as one of the top 250 financial advisors in America in multiple years and a Top Advisor for Doctors, as listed in Medical Economics2. Business First of Columbus has listed him among its Top Financial Planners in multiple years. Columbus CEO Magazine has named Paul a Superstar in the Finance and Accounting category.
Paul is a member of the Financial Planning Association® and maintains the professional and educational requirements for the certification as a CERTIFIED FINANCIAL PLANNER™ (CFP®). He also maintains Series 7, 6, 62, 63 and 66 securities registrations and insurance licensing in many states.
Paul has recently collaborated with industry-leading peers to co-author “Master Your Financial Success: Retirement and Legacy Secrets from Planning Professionals.” He is also a co-author of the book, “Giving: Philanthropy for Everyone.” He has written numerous published articles on advanced estate planning and frequently lectures across the nation on the subjects of finance, investing and charitable giving. Paul has made numerous media appearances on television, radio and in print, including Fortune Magazine, Kiplingers and others. He regularly addresses industry, academia and client organizations on topics of current interest.
Paul received a master's degree in Business Administration from the Fuqua School of Business at Duke University in Durham, North Carolina. He also received a bachelor's degree in Electrical Engineering from Ohio University in Athens, Ohio.
He is affiliated with Lincoln Financial Advisors and is a perennial Chairman's Council3 qualifier, active in several national industry advisory councils, and past National Chairman of the Board of The Resource Group4 of Lincoln Financial Advisors.
Paul's civic and community involvement, past and present, includes: Trustee of The Ohio University Foundation, Endowment Chair of the Center of Science & Industry (COSI), Rock & Roll Hall of Fame Professional Advisors Council, Board of Visitors of the Russ College of Engineering & Technology at Ohio University, Chairman of the Mayor's Advisory Council on Voluntary Services (Columbus), Adjunct Professor of Finance at Franklin University, Board Member of the Caring Program for Children, President of the Duke Club of Columbus, Professional Advisory Council Member at The Columbus Foundation, National Chairman of The Resource Group, and a Kilbourne Society Member at the Children's Hospital Foundation; as well as leadership positions in industry, and other community and volunteer organizations.
Paul, a licensed pilot, is married with two grown daughters, two grandchildren, and lives in Powell, Ohio.