Paul Green B.Sc., CFP, CIM

PORTFOLIO MANAGER

Paul is a Chartered Investment Manager CIM, and a  professional, as accredited by the Financial Planning Standards Council (FPSC), and a member on several boards in the region.  Born and raised in Woodstock, Paul is married with two girls.

Paul attended Bowling Green State University where he earned a Bachelor of Science in Finance. After founding Green Financial Group in 1994, Paul went on to become a Certified Financial Planner in 1998 and a Chartered Investment Manager in 2014.

Raised by an entrepreneur and one himself, Paul is passionate about advising other business owners. His greatest joy, however, comes from helping children in need and he is involved in several youth charities. In addition to philanthropy, he enjoys golf and traveling.