Paul Staib, Certified Financial Planner ®
Principal
Paul Staib, CFP®, is the founder of Staib Financial Planning, LLC (SFP), a fee-only financial planning and registered investment advisory firm. The firm specializes in providing objective comprehensive financial planning and investment management services. There are no income or net worth minimum requirements in order to become a client, nor are any long-term contracts required. Services are offered on either an hourly, as-needed basis, or on an ongoing annual retainer (or assets under management) basis.
“Our mission is to help our clients achieve their personal financial goals by providing them with objective, personal financial advice they can trust for an affordable price,” says Paul. “We help our clients define their financial goals and develop strategies for reaching those goals. Whether the goal is an early retirement, having enough money to pay for the kids’ college educations, or saving to purchase a first home, we provide our clients with an independent, unbiased alternative to commission-compensated planners and product salespersons that they can trust.”
As a fee-only firm, Staib Financial Planning is compensated solely by its clients, with no third party influences affecting the guidance provided. This structure provides maximum objectivity with regard to client recommendations. It also gives clients the most flexibility in implementing their plan, whether they choose a self-directed or full-service plan.
Paul is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). NAPFA is the largest professional association of comprehensive, fee-only advisors in the United States. The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. He has been awarded a five star quality rating by Paladin Registry after a comprehensive review of his credentials, ethics, business practices, and financial services. Only 7% of the advisors in the financial services industry achieve the Registry’s highest five star quality rating. A complete list of SFP’s professional affiliations can also be found on this site.
Paul received his MBA in finance from DePaul University and his BS from the University of Dayton. He and his wife, Jill, reside in Highlands Ranch, CO and have three children. Paul is also active in training for and competing in duathlons and triathlons, coaching his children’s youth sports teams (including football, basketball, and soccer), and serving as Treasurer for the local elementary school.