Paul Kieffer

About Paul Kieffer

Senior Manager of Financial Planning with 20 years of experience driving wealth planning across a continuum supporting business development, client management and relationship expansion. I have built and effectively lead high performance teams, provided thought leadership, defined strategic plans, built relationships with high net worth clients, and driven revenue growth.As a Financial Professional with a diverse background, with Today, Paul is an Administrative Vice President with Wilmington Trust in Buffalo, NY. Paul is the Director of Wealth Strategies, which includes providing leadership in financial planning for Corporate Executive Compensation. He also acts as a technical resource for other parts of Wilmington Trust and M&T Bank. I have instructed courses in the Certified Financial Planner Program internally for M&T Bank and have instructed similar courses as an adjunct faculty member at Canisius College. Prior to joining M&T Bank, I was a Tax Manager with the CPA firms of D’Alba & Donovan, and Fiddler & Co. for more than 15 years. Presently I am the Treasurer and a member of the Board of Directors for Musical Fare in Buffalo NY. Previously I served on the Board of Directors and as the Treasurer of the Make-A-Wish Foundation of Western Nw York. In addition he completed a six-year term as treasurer of the Buffalo/Niagara Sales and Marketing Executives, Inc.I received my M.B.A. from the State University of New York at Buffalo, and completed their Graduate Tax program. Paul obtained his Certified Financial Planner Designation from the College for Financial Planning in Denver, Colorado and received his Personal Financial Specialist Designation from the American Institute of Certified Public Accountants. He received his Certified Life Underwriter Designation, Chartered Advisor in Philanthropy Designation, Chartered Advisor for Senior Living Designation and Chartered Financial Consultant Designation from The American College. He holds Series 7, 63, Life and Health licenses. Paul is a member of the Institute of Certified Financial Planners, Financial Planning Association, American Institute of Certified Public Accountants, and the New York State Society of Certified Public Accountants.

Experience

1. Senior Vice President

   Key Wealth

   Nov 2020 — Present

Education

• College for Financial Planning

  CFP

• State University of New York at Buffalo - School of Management

  Graduate Tax Program

• The American College

  CLU, CAP, RICP

• American Institute of Certified Public Accountants

  CPA, Personal Financial Specialist

• State University of New York at Buffalo - School of Management

  Master of Business Administration (M.B.A.)