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PAUL M. BENNETT

Sr. Financial Planner
 

EDUCATION/DESIGNATIONS

  • BS in Finance from Minnesota State University, Mankato

  • CFP®

  • CRPC® (Chartered Retirement Plan Counselor)

  • CKA® (Certified Kingdom Advisor®)

  • FINRA BrokerCheck


EXPERTISE

Paul has more than 20 years’ experience advising business owners and affluent individuals on their finances. Paul has achieved the CERTIFIED FINANCIAL PLANNER designation. Being a CFP® professional enables him to help clients focus on what is important to them. He has also earned the Chartered Retirement Plan Counselor (CRPC®) designation which demonstrates his expertise in the area of retirement financial planning for individuals.

PERSONAL INTERESTS / FAMILY

Actively giving back to the community is a priority for Paul and his wife. As a testament to that commitment, they have created the Paul & Tanya Bennett Foundation which awards annual grants to a variety of local community organizations, such as Suicide Awareness Voices of Education, Minnesotans’ Military Appreciation Fund and Minnesota State University at Mankato. Paul’s firm donates 5% of the fee revenue generated by the practice to fund the Foundation. In addition, Paul’s family are active volunteers at Grace Fellowship church in Brooklyn Park, MN.

Paul and Tanya reside in Brooklyn Park, MN, and are raising two sons, Ty and Grant. Paul enjoys staying active playing sports. He is an assistant coach for soccer and can be found playing pickup basketball at the local health club.  He also enjoys participating in 5k/10k/Tough Mudder runs and playing baseball on a metro area team.
 

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WHAT BROUGHT YOU TO THE WEALTH GROUP?

The idea of team and working with other advisors to serve my client base. As a small business owner, it was hard to scale my services and joining this office will leverage the resources to offer elite service.
 

WHAT DO YOU LIKE ABOUT WORKING AT THE WEALTH GROUP?

“I look forward to working collectively with experienced advisors, sharing staff resources to service clients, and gain freedom from being a solo practitioner.”
— Paul