“We are pleased to have someone of Paul’s caliber join the firm,” said Steve Blankenship, CFP®, President and Founding Principal of Heritage Financial Planning.
Grapevine, TX (PRWEB) July 07, 2011
Paul R. Streiber, M.B.A., CFP®, financial planner and wealth manager, has joined Heritage Financial Planning (http://www.HeritageFinancialPlanning.com) in Grapevine, Texas, to help serve a select group of clients who require objective, fee-only comprehensive financial planning and wealth management, including retirement planning, investment management, estate planning, education planning and risk management.
“We are pleased to have someone of Paul’s caliber join the firm,” said Steve Blankenship, CFP®, President and Founding Principal of Heritage Financial Planning. “Paul’s background and experience provides him with a thorough understanding of financial planning, including capital markets, financial statement analysis and long-range planning, along with a unique perspective on wealth management.”
Streiber focuses on helping clients accumulate, manage and preserve assets and affluence through financial planning, investment and risk management, and education, retirement and estate planning. He enjoys finding answers that produce meaningful and lasting results for each client's unique circumstances and challenges. He enjoys educating clients and bringing perspective to what may seem like complicated or overwhelming financial information.
Streiber’s professional experience includes many years in various aspects of financial services, including personal finance, banking, and corporate finance. Prior to joining Heritage Financial Planning, Paul was a financial planner and investment advisor with Talis Advisors in Plano, TX. He spent several years in banking and corporate finance with The Chase Manhattan Bank (now JPMorgan Chase & Co.), The Toronto-Dominion Bank (now TD Bank Financial Group) and Citicorp, N.A., and in financial communications and investor relations with health care and technology firms.
Prior to passing the 10-hour, two-day long CFP® certification examination, Streiber earned a Certificate in Financial Planning from the University of North Texas, a M.B.A. in Finance from the Simon Graduate School of Business at the University of Rochester and a B.A. in Economics from Drew University.
About Heritage Financial Planning
Heritage Financial Planning in Grapevine, Texas, is a fee-only comprehensive financial planning and wealth management firm known for putting its clients first and helping them understand their current financial positions and the steps necessary to meet their goals and objectives. Heritage Financial Planning was founded in 2004 by Steve Blankenship, CFP®, a nationally recognized financial planner, who has helped high net worth individuals in the DFW Metroplex and across the U.S. achieve personal financial goals and objectives for more than 15 years. Heritage Financial Planning is online at http://www.HeritageFinancialPlanning.com.
The CFP® registered marks and trademarks in the press release identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States. For more about CFP Board, visit http://www.CFP.net.