Why I Became A Financial Advisor

Paul FennerPersonal Finance

By Paul Fenner, CFP®, ChFC®, CRPS®

Growing up I had a front-row seat to the anxiety and angst financial insecurity causes. My family was middle class, maybe slightly below, and I knew from a young age that there had to be a better way. Couple that background with a fascination with the stock market, and the seeds of a future career in the finance industry were planted. But like any good story, there were a few surprises thrown in that sparked my passion and gave me a clear vision for how I could make a difference in others’ lives.

The First Steps

With a general idea of what I wanted to do with my life, I earned my bachelor’s degree from Adrian College, followed by an MBA from the University of Findlay. After graduation, I  held meaningful roles within the fields of engineering, accounting, finance, and operations for larger corporations culminating in a role as CFO of a private equity company.   I gained an incredible wealth of knowledge throughout my corporate career journey. 

But (and here’s the surprise I hinted at earlier) my personal life changed drastically when my wife and I welcomed triplets into our family, followed closely by their younger sibling. My wife and I were both balancing demanding careers at the time and I quickly realized that time is precious. The time I was spending managing financial responsibilities was taking away from moments I wanted to enjoy with my family. Not to mention the financial anxiety that a transition of this magnitude created. I knew we weren’t alone in this, and I decided I wanted to use my skills and experience to help other families reach their goals and pursue financial security without it taking 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 What I Do

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 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.