Paul C. Bennett,  CFP<sup>&reg;</sup> - Financial Advisor

Paul C. Bennett, CFP®

PhD,

Vice President

Goldman Sachs Personal Financial Management

746 Walker Rd, Ste 16
Great Falls, VA 22066
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General

Paul Bennett is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Goldman Sachs Personal Financial Management in Great Falls, VA and the surrounding communities.

Financial Advisor Overview

The Goldman Sachs Personal Financial Management office in Great Falls has a diverse client base that includes wealthy families, individuals, trusts, corporate retirement/pension plans and foundations. Our goal is to build a long term trust relationship with you providing ongoing financial advice to help your family or business make better financial decisions. It is a relationship in which we gain a full understanding of your overall financial situation. For individual clients, our relationship very often spans multiple generations. It is this close relationship that sets us apart from the large investment, insurance and banking organizations.

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Financial Advisor Experience

A native Washingtonian, Paul Bennett has over 25 years of wealth management experience. He is a CERTIFIED FINANCIAL PLANNER™professional (CFP®), Chartered Financial Consultant (ChFC®) and Vice President/Head of Office for Goldman Sachs Personal Financial Management in Great Falls. Paul holds a postdoctoral MS in Applied Analytics from Columbia University and a PhD in Economics from SMC University. He also holds a MS in Finance from Indiana University Kelley School of Business and a BA from the University of Florida. Paul is a published author of books and articles on investments, personal finance and economics. His latest book is entitled The Money Navigator: The Essential Guide to Living Your Ideal Financial Life. He has been recognized by Washingtonian magazine and Northern Virginia magazine as a Top Financial Advisor. He also has served as a subject matter expert for the Certified Financial Planner Board of Standards, contributing to the development of examination questions for the CFP® Certification Examination. Paul is an elected member of the Washington, D.C. Estate Planning Council and a member of the Board of Directors of the Rotary Foundation of Great Falls, Virginia. He was previously on the Board of Trustees for Capital Hospice as well as the Finance and Planned Giving Advisory Committees.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - PhD Economics - SMC Univ., MS Applied Analytics - Columbia Univ., MS Finance - Indiana Univ.

Insurance Licenses

  • Life insurance: DC, FL, MA, MD, NJ, NY, PA, VA
  • Fixed annuities: DC, FL, MA, MD, NJ, NY, PA, VA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources