Why I Became A Financial Advisor

Paul FennerPersonal Finance

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By Paul Fenner, CFP®, ChFC®, CRPS®

Growing up, I witnessed firsthand the anxiety and distress caused by financial insecurity. Coming from a middle-class background, I knew from an early age that there had to be a better way. Combined with my fascination with the stock market, this planted the seeds for a future career in the finance industry as a professional financial advisor. However, as in any compelling story, there were unexpected turns that ignited my passion and provided a clear vision of how I could make a positive impact in the lives of others.

The First Steps

With a general sense of my life’s direction, I pursued a bachelor’s degree from Adrian College and later earned an MBA from the University of Findlay. After graduation, I embarked on a fulfilling journey in engineering, accounting, finance, and operations, holding significant professional financial advisor roles in large corporations that eventually led me to become the CFO of a private equity company. Throughout my corporate career, I gained invaluable knowledge and experience.

However, a significant shift occurred in my personal life (the surprise I alluded to earlier) when my wife and I welcomed triplets into our family, followed closely by another child. Balancing demanding careers, my wife and I realized the value of time. The time spent managing financial responsibilities took away precious moments we wanted to enjoy with our family. Additionally, the magnitude of this transition brought financial anxiety. Recognizing that many families faced similar challenges, I decided to leverage my professional financial advisor skills and expertise to help them achieve their goals and pursue financial security without sacrificing more time away from what they love.

Branching Out

Thus, TAMMA Capital, LLC was born. In all we do, we strive to help bring peace of mind to families like ours. We understand your challenges of raising a family, building a career, or supporting your business while trying to achieve a sense of balance. We are devoted to working with families and businesses like you because we are you!

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC), and Chartered Retirement Plan Specialist (CRPS®), I have the knowledge and resources to be your financial life partner and help you make important decisions when major and minor life transitions happen. And as a husband, father, and business owner, I have the passion and motivation to walk alongside you in your financial life so you can look to your future with confidence and invest in your family. 

Why I Love Being a Professional Financial Advisor

The growth of TAMMA has been measured step by step with the growth of my children, and I get the privilege of seeing that same growth within each of the families and businesses we work with. I gain immense satisfaction from helping clients find peace of mind, knowing we’ve built a solid financial foundation for their life. There is no better feeling than sharing in the celebration when a client reaches a goal and turns a dream into a reality. 

Are You Ready For A Different Financial Future?

Now that you know a bit about us, we’d love to get to know you! Allow us to provide personalized solutions for your family, help you achieve financial security, and get you closer to your goals. Schedule a free discovery meeting to learn how we can help you make the most of your financial opportunities and conquer your financial challenges.

About Paul

Paul Fenner is the founder and CERTIFIED FINANCIAL PLANNER™ (CFP®) at TAMMA Capital, a Family Office providing personalized wealth planning, portfolio management, and tax services under one umbrella to help reduce the multiple financial and lifestyle pressures facing your family. As a father of four children, including a set of triplets, Paul specializes in partnering with families to help them navigate life transitions and plan for the future to help provide peace of mind. Paul has 22 years of experience and earned a bachelor’s degree from Adrian College and an MBA from the University of Findlay. He also holds the Chartered Retirement Plan Specialist (CRPS®) and Chartered Financial Consultant® (ChFC®) designations. To learn more about Paul, connect with him on LinkedIn.