Paul Messiter, CIMA®, CFP®


stancorp ann arborPaul Mes­siter, CIMA®, CFP® spe­cial­izes in devel­op­ing and imple­ment­ing invest­ment strate­gies and tech­niques to pro­duce effi­cient invest­ment port­fo­lios with­out undue risk. Learned through his nearly two decades of expe­ri­ence in finan­cial ser­vices, Paul knows that each per­son is unique and has very per­sonal objec­tives and invest­ment expe­ri­ences. Paul pro­vides his clients the type of forward-thinking invest­ment strate­gies that are time-tested and effec­tive in many mar­ket envi­ron­ments. Prior to join­ing Stan­Corp Invest­ment Advis­ers, he served as Vice Pres­i­dent for Tisch Invest­ment Advi­sory Incor­po­rated.

Edu­ca­tion

  • Bach­e­lor of Busi­ness Admin­is­tra­tion, Ohio State University
  • Mas­ter of Busi­ness Admin­is­tra­tion, East­ern Michi­gan University

Cer­ti­fi­ca­tions

  • Cer­ti­fied Finan­cial Plan­ner®
  • Char­tered Finan­cial Consultant
  • Char­tered Life Under­writer Pro­fes­sional Associations
  • Mem­ber, Finan­cial Plan­ning Association
  • Mem­ber, National Asso­ci­a­tion of Insur­ance and Finan­cial Advisors
  • Estate Plan­ning Council
  • Invest­ment Man­age­ment Con­sul­tants Association

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