Paul J. Staadeker, CFP®, AIF®
Founding Partner, Director – Wealth Manager
Paul Staadeker is a founding partner, director and wealth manager at Steward Partners. Paul provides wealth planning and investment management advice to a select number of wealthy families, business owners and retirement plans.
Paul has over 25 years of experience as a Financial Advisor and holds the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and who have passed the 10-hour CFP® Certification Examination covering the following areas: the financial planning process, retirement and employee benefits, investments, tax planning and management, risk management and estate planning.
Paul was awarded a BBA in Economics from the University of Cincinnati and holds an MBA from the Pennsylvania State University. His security industry registrations include the Series 7, 63 and 65 and he is a licensed insurance agent (life, health and variable life).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®, (with plaque design) and CFP®(with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.